How US$25bn from Amazon Can Advance Anthropic’s AI Strategy

Amazon has announced plans to invest up to US$25bn in Anthropic on top of the US$8bn the company has spent on the AI startup in recent years, as part of an expanded agreement to build out AI infrastructure.

In a company announcement, Anthropic states it plans to spend US$100bn on Amazon Web Services (AWS) over the next decade, securing up to 5GW of new capacity to train and run its AI assistant Claude and develop current and future generations of Trainium, Amazon’s custom AI chips.

“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, as we continue delivering the technology and infrastructure our customers need to build with generative AI,” Amazon CEO Andy Jassy says in the statement.

This move to invest huge amounts of money into AI reflects a market-wide shift in larger companies building AI-ready infrastructure to save costs, enhance customer experiences, improve employee productivity and streamline operations.

AI spending across all industries has hit a record high in the past few years, with worldwide AI spending estimated to reach US$2.5tn in 2026 according to Gartner, despite industry concerns over the long-term sustainability of the technology by large companies like Amazon.

Unprecedented demand and growth

Amazon’s investment comes just two months after the company agreed to invest up to US$50bn in OpenAI, Anthropic’s main competitor.

OpenAI has stated previously that it will in turn spend more than $100bn on Amazon’s services.

Both Anthropic and OpenAI have been racing to convince investors of their strong market position ahead of potential IPOs that could land as soon as this year. 

In the company announcement, Anthropic says that enterprise and developer demand for Claude, as well as a “sharp rise in consumer usage," has led to “inevitable strain” on its infrastructure, affecting the software’s reliability and performance.

“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,” Anthropic CEO Dario Amodei adds. 

“Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.”

Anthropic also states that this agreement will help expand its available capacity and will deliver “meaningful compute in the next three months and nearly 1GW in total before the end of the year”.

The company’s capacity expansions and diversified hardware are part of an effort to build the infrastructure needed to improve the Claude platform and reliably serve its self-reported base of 300,000 customers.

Partnerships to assist scale

Anthropic is known for its family of Claude AI models and its early success in selling its software to larger enterprises like Amazon.

Anthropic named AWS as its primary cloud provider in 2023 and its primary training partner in 2024, though the company has also made agreements with competing providers, such as Microsoft and Google.

In November 2025, Microsoft agreed to invest up to US$5bn into Anthropic with the AI startup saying it was committed to purchasing US$30bn of Azure compute capacity. 

Earlier in March, Anthropic also expanded its partnerships with Google and Broadcom for “multiple gigawatts” of capacity, according to a company press release.

Krishna Rao, CFO of Anthropic, discussed the deal in the same announcement, saying: “This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure.

“We are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development.

“We are making our most significant compute commitment to date to keep pace with our unprecedented growth.”