Amazon to Invest Up to $25 Billion Additional Capital in Anthropic; Anthropic Commits to Spending Over $10 Billion on AWS Over the Next Decade

According to Nikkei Asia, Amazon announced it will invest up to $25 billion more in Anthropic, the parent company of Claude, with $5 billion available immediately and the remaining $20 billion disbursed in tranches contingent upon achieving commercial milestones. Amazon has previously invested a total of $8 billion in Anthropic; following this round, its total investment will reach $33 billion. In exchange, Anthropic has committed to spending over $10 billion on Amazon Web Services (AWS) over the next decade and plans to deploy approximately 1 gigawatt of computing capacity by year-end using Trainium2 and Trainium3 chips; its long-term goal is 5 gigawatts. Following the announcement, Amazon’s after-hours stock price rose approximately 2.7%. Notably, earlier this year Amazon announced it would invest up to $50 billion in OpenAI, underscoring its strategy of simultaneously backing multiple leading AI companies to reinforce its leadership position in cloud infrastructure.