Amazon invests additional $5 billion in Anthropic with 5GW AI capacity agreement

Amazon has committed an additional $5 billion to Anthropic and secured a major compute agreement with the AI company, deepening their strategic partnership. The investment could expand to $20 billion in total, building on $8 billion Amazon has already invested in Anthropic. In return, Anthropic will lease up to 5 gigawatts of AI computing capacity from Amazon Web Services over the next decade. The compute commitment is part of a broader plan for Anthropic to spend more than $100 billion on AWS technologies. The capacity encompasses current and future generations of AWS's custom Trainium AI chips and "tens of millions" of Graviton CPUs. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon." Anthropic CEO Dario Amodei cited growing demand for the company's Claude AI assistant. "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," he said. Anthropic is already the end user of AWS's Project Rainier cluster, which launched in October 2025 with nearly 500,000 Trainium2 chips. The company maintains relationships with multiple cloud providers, including Microsoft and Google, which are also investors. The deal comes as Anthropic expands its global infrastructure footprint. Earlier this week, the company was reported to be seeking data center capacity in Europe and Australia. Anthropic has also pledged $50 billion for US data center development with Fluidstack, supported