Amazon has revealed a new investment of $5 billion in Anthropic, with the potential for an additional $20 billion linked to commercial achievements. This funding supplements the $8 billion Amazon had previously injected into the company that developed the Claude chatbot.
In an extended partnership, Anthropic has committed to spending over $100 billion on Amazon Web Services technologies over the next decade. This includes procuring up to 5 gigawatts of capacity utilizing Amazon’s custom Trainium chips for training and powering its AI models. The deal encompasses Trainium2, Trainium3 (expected later this year), and future versions, as stated in Amazon’s official announcement.
Anthropic will also leverage tens of millions of Graviton cores, Amazon’s popular CPU chip, which are utilized by more than 100,000 AWS customers, according to Amazon.
The integration will enable direct access to Anthropic’s Claude Platform through AWS, allowing users to enjoy the complete developer experience without the need for separate credentials or billing management. Amazon reports that over 100,000 organizations currently deploy Claude models on Amazon Bedrock, Amazon’s managed AI service.
The collaboration involves Project Rainier, described as one of the largest AI compute clusters globally, equipped with nearly half a million Trainium2 chips. Anthropic has disclosed active usage of this cluster for training and deploying Claude models.
This investment announcement comes on the heels of Anthropic’s recent declaration that it has tripled quarterly annualized revenue to exceed $30 billion. Amodei, a representative of the company, held discussions with US officials at the White House last week to explore “collaborative opportunities” and shared strategies for overcoming challenges in AI technology scaling, as reported by AFP. This meeting signifies a shift from earlier this year when Anthropic was flagged by the Pentagon as a “supply chain risk” due to its refusal to unconditionally permit military use of its Claude models.
