Amazon will invest $5bn immediately in Anthropic, with an additional $20bn contingent on commercial milestones, totaling up to $25bn.
Anthropic commits to spend over $100bn on AWS technologies over the next ten years, securing up to 5 GW of Trainium chip capacity.
Amazon’s custom chip business revenue run‑rate has doubled to over $20bn annually, and AWS customers will access Claude directly via existing accounts.
Over 100,000 customers already run Anthropic’s Claude on AWS Bedrock, and the firms previously built Project Rainier with ~500,000 Trainium2 chips.