Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
Summary
Anthropic announced a $5 billion investment from Amazon, bringing Amazon's total stake to $13 billion. In return, Anthropic pledges to spend over $100 billion on AWS over the next decade to secure up to 5 GW of compute capacity for Claude, leveraging Amazon's Trainium chips. The deal echoes a similar cloud-focused financing pattern with OpenAI and signals continued capital-intensive growth in AI infrastructure.