Amazon commits up to $25 billion more to Anthropic in major AI infrastructure expansion
Amazon is enhancing its collaboration with AI company Anthropic, possibly investing an extra $25 billion, which would bring its total investment to $33 billion following an initial $8 billion stake. This new agreement features a $5 billion investment based on Anthropic's $380 billion valuation, with up to $20 billion dependent on achieving specific milestones. Over the next ten years, Anthropic plans to allocate more than $100 billion towards Amazon Web Services (AWS) technologies, including various generations of AWS's AI chips. Additionally, Anthropic has obtained up to 5 gigawatts of computing power for its Claude AI platform, allowing AWS customers to utilize Claude without needing separate contracts. CEO Dario Amodei mentioned that AWS has over 100,000 users, with revenue projected to grow from $9 billion in 2025 to over $30 billion.
Key facts
- Amazon's total potential investment in Anthropic now reaches $33 billion
- Anthropic commits to spending over $100 billion on AWS over 10 years
- Deal includes $5 billion immediate investment at $380 billion valuation
- Anthropic secures up to 5 gigawatts of compute capacity for Claude
- AWS customers get direct Claude access without separate contracts
- Anthropic's annualized revenue grew from $9B to over $30B
- Enterprise clients spending $1M+ annually exceeded 1,000
- Amazon recently committed $50B to OpenAI in $110B funding round
Entities
Institutions
- Amazon
- Anthropic
- Amazon Web Services
- CNBC
- TechCrunch
- OpenAI
- Microsoft
- Broadcom
Sources
- Quartz —
- TechCrunch AI —