Amazon will invest another US$5 billion in Anthropic and may inject another US$20 billion over time, in an agreement that deepens the partnership between the two companies in an increasingly competitive artificial intelligence market.
Anthropic, developer of the Claude chatbot and a programming tool, plans to spend more than $100 billion over the next 10 years on Amazon’s cloud services and chips, the companies said in a statement on Monday. Amazon shares rose more than 3% in the after-market with the news.
Amazon was already one of Anthropic’s main financiers, with previous contributions of US$8 billion. For the technology giant, the partnership guarantees the cloud business a cutting-edge AI model and a major customer for the Trainium line of chips, developed by the company itself. On the other hand, Anthropic gains direct access to Amazon’s huge corporate customer base: according to the companies, more than 100,000 customers already run Claude models on Amazon Web Services (AWS).
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Founded in 2021 by former OpenAI employees, Anthropic is tipped to go public this year. The company is racing to convince more companies to pay for its products and, thus, dilute the heavy cost of developing AI on a large scale. In February, it closed a US$30 billion financing round that valued the San Francisco startup at US$380 billion and, since then, it has been receiving proposals from investors who already place its value above US$800 billion.
Even riding a wave of good news, with the success of products like Claude Code, Anthropic is in a dispute with the US government over AI security rules — a dispute that has already reached the courts and which, according to the company itself, represents a risk for the business.
Amazon says it remains a minority investor and says it has no seat on the board or trust that oversees Anthropic. The size of the new contributions, according to the company, will depend on compliance with “certain commercial milestones”.
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