Amazon expands Anthropic partnership with $100B cloud deal and $25B investment

WASHINGTON — Amazon is doubling down on its artificial intelligence investments with a massive new commitment from one of its closest partners.

Amazon and Anthropic announced an expanded partnership that includes a commitment from Anthropic to spend more than $100 billion over the next decade on Amazon Web Services infrastructure to power its AI models.

The deal marks one of the largest long-term cloud and computing agreements in the rapidly growing AI sector, as companies race to secure the massive computing power needed to train advanced systems.

Anthropic’s Claude models will continue to run on Amazon’s custom-built chips, including its Trainium and Graviton processors. The companies said Anthropic will also secure up to 5 gigawatts of computing capacity, underscoring the scale of demand for AI training.

“Our custom AI silicon offers high performance at significantly lower cost for customers,” Amazon CEO Andy Jassy said in a statement, adding that Anthropic’s long-term commitment reflects growing demand for generative AI tools.

Anthropic CEO Dario Amodei said the partnership will help the company keep up with rising usage of its models.

“Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace,” he said.

The collaboration builds on earlier work between the companies, including “Project Rainier,” a massive AI compute cluster designed to train next-generation models.

Amazon is also deepening its financial investment in Anthropic, committing an additional $5 billion now, with the potential for up to $20 billion more tied to future milestones. That comes on top of the roughly $8 billion Amazon has already invested.

As part of the expanded partnership, AWS customers will also be able to access Anthropic’s full Claude platform directly within their existing Amazon accounts.