Compute · Compute Commitment · Strategic Investment · Signed
Anthropic and Amazon compute agreement and investment
Anthropic signed a new agreement with Amazon for up to 5 gigawatts of capacity and committed to spend on AWS technologies over ten years. Amazon invested in Anthropic on the same day, with more possible later.
- Compute commitment to AWS
- more than $100B
- Announced · Anthropic · 10 yrs
- Possible future Amazon investment
- up to $20B
- Announced · Anthropic
- Amazon's earlier investments
- $8B
- Announced · Anthropic
Amounts
Each number with its type, status and the sentence it comes from
| Amount | Value | Status | Source |
|---|---|---|---|
Compute commitment to AWSCompute commitment · Anthropic → Amazon · 10 yrs“We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude.” | more than $100B | Announced | Anthropic ↗ |
Amazon investmentEquity investment · Amazon → AnthropicCounted in a later event, not added again“Amazon is investing $5 billion in Anthropic today, with up to an additional $20 billion in the future.” | $5B | Announced | Anthropic ↗ |
Possible future Amazon investmentInvestment commitment · Amazon → AnthropicCondition: In the future; no date or terms stated“Amazon is investing $5 billion in Anthropic today, with up to an additional $20 billion in the future.” | up to $20B | Announced | Anthropic ↗ |
Amazon's earlier investmentsInvested to date · Amazon → Anthropic“This builds on the $8 billion Amazon has previously invested.” | $8B | Announced | Anthropic ↗ |
Capacity and counts
| Measure | Value | Source |
|---|---|---|
Capacity“secure up to 5 gigawatts (GW) of capacity for training and deploying Claude” | ≤5 GW | Anthropic ↗ |
Participants
Roles as the source names them
| Organization | Role | Type | Note |
|---|---|---|---|
| Anthropic | Buyer, Issuer | AI lab | — |
| Amazon | Provider, Strategic | Hyperscaler | — |
Key terms
- Chips
- Graviton and Trainium2 through Trainium4, with an option on later Amazon chips. Anthropic ↗
“The commitment spans Graviton and Trainium2 through Trainium4 chips, with the option to purchase future generations of Amazon's custom silicon as they become available.”
- Timing
- Nearly 1 GW of Trainium2 and Trainium3 capacity online by the end of 2026. Anthropic ↗
“nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026”
Context
May 28, 2026 · The $5 billion investment is counted in the Series H round.
Company metric in the same source: Run-rate revenue at the end of 2025 ≈$9B
Announced, as of Dec 31, 2025 · “Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025.”
Company metric in the same source: Run-rate revenue >$30B
Announced, as of Apr 20, 2026 · “Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025.”
Sources
- Anthropic, “Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute”, Apr 20, 2026 · retrieved Oct 21, 2026
Corrections: none. Found an error? Report it.