Amazon is doubling down on AI infrastructure. The company announced it will invest up to $25 billion in Anthropic, the company behind the Claude AI model — one of the largest bets yet in the AI investment race.
JUST IN – Amazon announces it is investing up to $25 billion in Anthropic, while Anthropic commits to spending more than $100 billion over the next 10 years on AWS technologies and securing up to 5 GW of Amazon’s Trainium chips to train and power its advanced AI models. pic.twitter.com/svvzMw9OXI
— Disclose.tv (@disclosetv) April 20, 2026
The deal breaks down as $5 billion upfront, with an additional $20 billion tied to commercial milestones. This builds on the $8 billion Amazon had previously committed to Anthropic, bringing total potential investment to $33 billion.
In return, Anthropic pledged to spend more than $100 billion on Amazon Web Services over the next decade. The company will use AWS as its primary training and cloud provider for mission-critical workloads.
The agreement covers current and future generations of Amazon’s custom Trainium AI chips, tens of millions of Graviton CPU chips, and up to 5 gigawatts of compute capacity. Anthropic said it expects to bring roughly 1 gigawatt of Trainium2 and Trainium3 capacity online by year-end.
Amazon CEO Andy Jassy called the chip arrangement a sign of “progress we’ve made together on custom silicon,” adding that Trainium offers “high performance at significantly lower cost for customers.”
Under the new terms, AWS customers can access Anthropic’s full Claude Platform directly from their existing AWS account. No additional credentials, contracts, or separate billing relationships required.
That’s a notable simplification for enterprise users who already run workloads on AWS and want to plug Claude into their stack without extra overhead.
Anthropic CEO Dario Amodei said user demand is accelerating. “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.”
The two companies also announced an expansion of international inference capacity in Asia and Europe to serve Claude’s growing global customer base.
Amazon has been open about its AI spending. The company expects to spend around $200 billion on capital expenditures this year, with most of that going toward AI-related infrastructure.
Its own AI models, like Nova, haven’t generated the same buzz as rivals. But Amazon has positioned itself as the infrastructure backbone for the AI era, hosting and powering third-party models rather than competing solely with its own.
The Anthropic deal follows Amazon’s earlier announcement that it would invest up to $50 billion in OpenAI, the maker of ChatGPT. That makes Amazon one of the few companies placing major bets on multiple AI frontier labs simultaneously.
AMZN rose around 2.7% in extended trading to $254.80 after the announcement. The stock was up 7.6% year-to-date through Monday’s close and 43% over the past 12 months.
Anthropic said it is focused on model releases in coding and design as it works to pull ahead in the competitive AI landscape.
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