Amazon and Anthropic on Monday expanded their multibillion-dollar partnership, signaling that the AI race is no longer just about who builds the smartest model, but who can secure the power, chips and cloud capacity to run it.
Amazon said it will invest an additional $5 billion in Anthropic. That raises Amazon’s total committed investment to $13 billion, with the potential to reach $25 billion if the companies hit certain commercial milestones. Anthropic, in return, agreed to spend more than $100 billion over 10 years on Amazon Web Services infrastructure and secure up to 5 gigawatts of computing power to train and run its Claude models.
The companies are locking together money, cloud, chips and distribution in one long-term pact.
Amazon is also playing catch-up to a broader industry sprint, with OpenAI securing massive Stargate buildouts with Oracle, SoftBank and NVIDIA, and Anthropic itself recently adding Google and Broadcom TPU capacity to relieve the same compute bottleneck.
On raw compute, Amazon’s planned 5 gigawatts for Anthropic is substantial, but it still trails the largest OpenAI-backed buildouts, including Oracle’s 4.5 GW expansion and a separate 10 GW NVIDIA partnership.
“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,” Anthropic CEO Dario Amodei said in the company announcement.
Amazon framed the deal as validation of its AI chip strategy.
“Anthropic’s commitment to AWS Trainium is a meaningful signal of the value our custom silicon is delivering to one of the world’s leading AI companies,” Amazon CEO Andy Jassy said in Amazon’s announcement.
The Amazon Anthropic deal also strengthens Anthropic’s position inside AWS. Anthropic said AWS customers will be able to access the full Claude platform through their existing AWS accounts, billing and governance controls. The company added that more than 100,000 customers already use Claude through Amazon Bedrock.
Anthropic said demand for Claude has climbed sharply in 2026, pushing its revenue run rate above $30 billion, up from about $9 billion at the end of 2025. It also acknowledged that rapid growth has created service strain at times, especially during peak periods.
The deal gives Anthropic badly needed infrastructure while giving Amazon a deeper hold on one of the most important model makers in the market.
Photo by Geoffrey Moffett on Unsplash
