At a time when Anthropic’s Claude gains ground among enterprise users, Amazon has announced its plans to invest around $25 billion in the AI major.
The deal, which signals Amazon’s aggressive push into AI, includes $5 billion invested immediately in Anthropic with up to $20 billion more tied to commercial milestones. The fresh $5 billion takes Amazon’s total investment in the AI company to $13 billion.
Expanding capacity
On its part, Anthropic is committing over $100 billion over the next decade to AWS, and is securing up to 5GW of new capacity to train and run Claude. This will mainly go toward securing access to current and future generations of Amazon’s custom chips Graviton (a low-power CPU) and Trainium (an AI accelerator chip) to help Anthropic provide high performance. It also includes an element of international inference in Asia and Europe for Claude to better serve its growing global customer base.
Additionally, AWS customers will now also be able to access the full Anthropic-native Claude console from within AWS, through their existing accounts, with no additional credentials, contracts or billing relationships. Over one lakh customers already run Anthropic Claude models on AWS already.
Andy Jassy, CEO, Amazon | Photo Credit: RAVI REDDY
“Anthropic’s commitment to run its large language models on AWS Trainium for the next decade reflects the progress we’ve made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI,” Andy Jassy, CEO of Amazon, said. Amazon’s stock climbed about 2.15 per cent to $253.62 after the market opened on Tuesday.
Dario Amodei, CEO and Co-founder of Anthropic | Photo Credit: RUHANI KAUR
“Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand,” Dario Amodei, CEO and Co-founder of Anthropic, said. “Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.”
Interestingly, the deal is similar to the one Amazon struck with OpenAI recently, when it joined the latter’s $110 billion funding round. This too was structured partly as cloud infrastructure services.
AI consolidation
Sanchit Vir Gogia, Chief Analyst, Founder & CEO, Greyhound Research, said the deal should be viewed as a consolidation of AI infra. Access to AI models may be across platforms, but ability to operate those models at scale is increasingly concentrated with a small number of hyperscalers who hold the power availability, chip supply, and network capacity, among others, he said. “By securing anchor tenants like Anthropic, hyperscalers [like Amazon] too are able to justify the massive capital expenditure and shape how that infrastructure is consumed,” he added.
Anushree Verma, Senior Director Analyst, Gartner, said that with Anthropic gaining ground with enterprises, it is crucial for them to lock in a preferred AI infra partner. There will be more such deals in the offing up till 2028, a timeline when we will likely see new-age AI players mature and define the Agentic stack.
Enterprise and developer demand for Claude has accelerated in 2026, and the company says it has also experienced a sharp rise in consumer usage across our free, Pro, and Max tiers. “Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025,” Anthropic said.
Published on April 21, 2026