AI BriefingThe $125 Billion Deal
Key point
Amazon and Anthropic have signed an AI infrastructure agreement worth up to $125 billion over 10 years.
Details
Amazon will invest an additional $5 billion in Anthropic, with up to $20 billion more to follow if conditions are met. This commitment is separate from the existing $8 billion investment.
In return, Anthropic will spend more than $100 billion over the next 10 years on AWS technology. Securing massive compute to meet surging demand for Claude is the key driver.
The partnership includes access to current and next-generation Trainium chips, large-scale Trainium3 capacity expected to come online this year, and tens of millions of Graviton cores.
In total, Anthropic will secure up to 5GW of capacity for training and operating advanced AI models. Amazon emphasized that this deal demonstrates the performance and cost competitiveness of its custom AI chips.
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