Amazon Increases Stake in Anthropic with Additional $5 Billion Investment

Amazon has increased its stake in Anthropic with an additional $5 billion investment. This investment brings Amazon's immediate investment in Anthropic to $13 billion and the possibility of committing another $20 billion in the future. Anthropic is planning to use this influx of funds and computing resources to secure up to 5 gigawatts' worth of AI chips from Amazon to help train and run its popular Claude AI models.

Amazon has deepened its bet on AI safety lab Anthropic with an additional $5 billion investment, bringing its immediate stake to $13 billion and setting up a pathway to a total commitment of up to $33 billion tied to commercial milestones . The deal, reported by Bloomberg and confirmed by both companies, is accompanied by a landmark 10-year cloud infrastructure agreement under which Anthropic will spend over $100 billion on AWS services, including Amazon's Trainium and Graviton chips.

The partnership grants Anthropic access to up to 5 gigawatts of computing capacity, with roughly 1 gigawatt expected online through Trainium2 and Trainium3 by year-end. For AMZN, the deal serves two strategic goals: locking in one of the most capable frontier AI labs as a major cloud customer while positioning AWS as the default compute layer for Anthropic's Claude model family — increasingly the backbone of enterprise AI deployments. KeyBanc separately cited Anthropic's Claude Mythos model as a catalyst for accelerating cybersecurity budgets across the Fortune 500.

The scale of the commitment highlights intensifying competition among hyperscalers — MSFT has invested $13 billion in OpenAI, and GOOGL led Anthropic's prior funding round — as AI infrastructure becomes a key battleground for cloud market share. Investors will focus on whether the $100 billion AWS revenue commitment materializes and whether Anthropic's commercial traction justifies Amazon's concentrated exposure in a still-evolving AI landscape.