Amazon to invest up to $25B in Anthropic, gains 5GW Trainium

Amazon announced an expanded partnership with AI developer Anthropic, committing up to $25 billion in new investment, including a $5 billion payment immediately. Under the agreement, Anthropic pledged to spend more than $100 billion on Amazon Web Services through 2036 and will use up to 5 gigawatts of AWS Trainium compute to train and run its Claude models.

The additional funding includes up to $20 billion tied to future commercial milestones. The new commitment adds to an earlier $8 billion investment by Amazon, bringing the total potential investment to $33 billion.

Anthropic agreed to operate its large language models on AWS and to purchase AWS technologies and infrastructure over the next decade. Access to as much as 5 gigawatts of Trainium capacity covers both model training and deployment needs.

Anthropic currently runs about one million Trainium2 chips on AWS. The companies added that Anthropic will receive more Trainium2 and Trainium3 capacity as Amazon brings another 1 gigawatt online by the end of 2026.

Amazon chief executive Andy Jassy wrote in a statement, “Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand. 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.”

The announcement follows Amazon’s recent $50 billion contribution to OpenAI’s funding round. Amazon plans roughly $200 billion in capital expenditures this year, with a large share earmarked for data centers, custom chips and cloud capacity.

Anthropic was founded in 2021 by former OpenAI researchers and executives. The company reports annualized revenue above $30 billion and positions Claude as a competitor to OpenAI’s GPT models and Google’s Gemini.

Amazon’s chip roadmap includes Trainium3, released in December 2025, and a planned Trainium4 that AWS projects will deliver about 2 exaflops of FP4 performance. The company described the additional Trainium capacity and the decade-long commercial commitment as supporting Anthropic’s large-scale training and inference needs and anchoring significant cloud spending at AWS.