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KO

Anthropic gets $5 billion from Amazon and commits to spending $100 billion on cloud in return

·2026.04.21 22:08

Key point

Anthropic has simultaneously secured an Amazon investment and a large-scale AWS usage agreement.

Details

Anthropic received an additional $5 billion investment from Amazon, bringing Amazon's cumulative investment to $13 billion.

In return, Anthropic has agreed to spend over $100 billion on AWS over the next 10 years, and will secure up to 5GW of new computing capacity to train and run Claude.

This agreement is also connected to Amazon's own chip strategy.

  • Graviton: low-power CPU
  • Trainium: AI accelerator competing with Nvidia

The agreement covers Trainium2 through Trainium4, and includes an option to purchase future capacity of the not-yet-released Trainium4.

Anthropic is also leaving open the possibility of additional fundraising, and there are reports that a proposal from VCs valued the company at over $800 billion.

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