AI BriefingAnthropic-AWS Expand 10-Year, $100 Billion Compute Partnership...Securing Up to 5GW of New Capacity
Key point
Anthropic and AWS have expanded their 10-year partnership to secure up to 5GW of compute capacity.
Details
Anthropic and AWS have expanded their 10-year long-term partnership, securing up to 5GW of new compute capacity to be used for training and deploying Claude.
The key terms are as follows.
- Anthropic: Committing more than $100 billion to AWS over the next 10 years
- Amazon: A new $5 billion investment plus an option for up to $20 billion in additional investment
- Infrastructure: 1 million Trainium2 chips already in operation
- Roadmap: Combined Trainium2+3 capacity of about 1GW expected to come online by the end of 2026
As background, it was noted that Claude's revenue run-rate grew from $9 billion to $30 billion in just one year, saturating infrastructure during peak hours.
AWS CEO Andy Jassy explained that Anthropic's 10-year commitment to using Trainium reflects the progress of custom silicon, while Anthropic CEO Dario Amodei stated that through the collaboration with Amazon, they will continue AI research while reliably serving Claude.
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