Amazon Commits $100B to Anthropic AI Deal

Amazon announced a $100 billion, 10‑year AWS commitment to Anthropic, seen as a major AI partnership.
Shares rose 2.6% pre‑market, while analysts project $115 billion revenue 2026‑28 and $40‑50 billion annual at full deployment.
Combined Anthropic and OpenAI anchor‑tenant deals now exceed $200 billion, potentially boosting AWS revenue growth beyond 25% YoY.
BMO Capital maintains an outperform rating with $310 price target, citing $200 billion 2026 CapEx justification.