Anthropic and Amazon Expand Partnership: $25B Investment, 5GW of Compute, $100B AWS Commitment Over 10 Years
Anthropic·high signal
Anthropic announced a massive expansion with Amazon — $5B immediate investment plus up to $20B tied to commercial milestones, on top of $8B previously invested. Anthropic is committing $100B+ over ten years to AWS, securing up to 5GW of new compute capacity using Trainium2, Trainium3, and future chips. The deal reveals Anthropic's run-rate revenue has surpassed $30B (up from ~$9B at end of 2025), and the companies currently use over 1 million Trainium2 chips. International inference expansion in Asia and Europe included.