Remember me
Anthropic, one of the hottest startups in the world, today announced an expanded partnership with Amazon to secure more AI infrastructure to serve its exponentially growing customer base around the world. As per the new deal, Anthropic has secured up to 5 GW of capacity for training and deploying Claude.
Out of this 5 GW capacity, some new Trainium2 capacity will be coming online in the first half of 2026, while another 1 GW total of Trainium2 and Trainium3 capacity will be coming online by the end of 2026.
As part of this new agreement, Anthropic has committed to spend more than $100 billion over the next ten years on AWS technologies, which includes the usage of Graviton and Trainium2 through Trainium4 chips, and also an option to purchase future generations of Amazon’s custom silicon when they become available.
To secure this deal, Amazon has agreed to invest $5 billion in Anthropic today, with up to an additional $20 billion in the future. It is important to note that Amazon has already invested about $8 billion in Anthropic in the past.
More than 100,000 customers are already using Claude on Amazon Bedrock. With this new expanded partnership, Anthropic is bringing the full Claude platform to AWS. With this availability, customers can take advantage of the Claude platform using their existing AWS accounts, controls, and billing.
Anthropic has signed AI infrastructure deals with NVIDIA and Google in the past. Today, Amazon highlighted in its press release that Anthropic has selected AWS as its primary training and cloud provider for mission-critical workloads. Also, Amazon developers and engineers now have access to Claude models to improve Amazon's own products and services.
The demand for Claude has exploded in 2026. In fact, Anthropic's run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025. This growth has impacted the reliability and performance of Claude during peak hours. The startup claims that this new deal with Amazon will help in resolving these reliability issues:
Today’s agreement will quickly expand our available capacity, delivering meaningful compute in the next three months and nearly 1GW in total before the end of the year. Combined with additional capacity expansions and our diversified hardware strategy, with workloads spread across a range of chips, we are building the infrastructure needed to keep Claude at the frontier and reliably serve our growing customer base.
This massive $100 billion bet by Anthropic highlights the sheer scale required to stay competitive at the AI frontier.
Comments (0)