Amazon To Invest Up To Another $25 Billion In Anthropic

Source: Slashdot

Amazon expands partnership with Anthropic

Amazon is expanding its partnership with Anthropic, agreeing to invest up to another $25 billion. Anthropic, in turn, commits to spending more than $100 billion on AWS infrastructure over the next decade to power its Claude models.

“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,” – Andy Jassy, Amazon CEO

Investment details

• Initial investment: $5 billion, based on Anthropic’s latest valuation of $380 billion.
• Future funding: Up to $20 billion tied to “certain commercial milestones.”
• Compute capacity: Anthropic plans to bring nearly 1 GW of Trainium 2 and Trainium 3 capacity online by the end of the year.

Source: CNBC report

AI infrastructure spending

Amazon announced in February that it expects to spend roughly $200 billion this year on capital expenditures, with the majority allocated to AI infrastructure as the major hyperscalers race to expand AI capacity.