A new expanded cloud infrastructure deal announced Monday puts Amazon $AMZN's total potential investment in Anthropic at $33 billion, adding up to $25 billion to the $8 billion the e-commerce giant had already put into the AI startup.
The deal includes $5 billion invested immediately at Anthropic's current valuation of $380 billion, with up to $20 billion more tied to commercial milestones. As part of the agreement, Anthropic will direct over $100 billion toward Amazon Web Services technologies across the next decade.
The chip coverage under the agreement spans multiple generations of Trainium — from Trainium2 up through the not-yet-released Trainium4 — along with Graviton processor cores, according to the company. To support training and deployment of Claude, Anthropic has locked in up to 5 gigawatts of compute capacity under the arrangement, with some Trainium3 capacity slated to become available this year.
AWS customers will also gain access to Anthropic's Claude platform directly through their existing AWS accounts, without separate credentials, contracts, or billing relationships, Amazon said.
"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 a statement. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS."
Surging consumer adoption of Claude, combined with growing enterprise and developer usage, has put significant pressure on Anthropic's infrastructure, degrading both its reliability and performance, the company said. Anthropic said the renewed arrangement with Amazon is designed to close that gap in available compute resources.
Amazon CEO Andy Jassy said in a statement that Anthropic's decade-long commitment to run its models on AWS Trainium "reflects the progress we've made together on custom silicon."
Roughly two months ago, according to TechCrunch, Amazon committed $50 billion to a $110 billion funding round for OpenAI, valuing the ChatGPT maker at $730 billion before the money came in. Like the Anthropic arrangement, a portion of that OpenAI commitment took the form of cloud infrastructure services rather than direct cash investment.
Anthropic has been building momentum in recent months, with annualized revenue climbing from about $9 billion at the end of 2025 to more than $30 billion. The number of enterprise clients spending at least $1 million annually has more than doubled since February, crossing 1,000 customers, and paid consumer subscriptions have risen as well.
Although AWS is Anthropic's primary training and cloud provider, Anthropic has also struck deals with other cloud providers. A November deal with Microsoft $MSFT saw Anthropic pledge to buy $30 billion worth of Azure compute in exchange for a $5 billion investment from the software giant, according to CNBC, and Anthropic has since broadened its capacity arrangements with both Google $GOOGL and Broadcom $AVGO as well.