Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
Source: Hacker News
Deal Overview
Anthropic announced that Amazon has agreed to invest a fresh $5 billion, bringing Amazon’s total investment in the company to $13 billion. In return, Anthropic has committed to spend over $100 billion on AWS over the next 10 years, securing up to 5 GW of new computing capacity to train and run Claude.
Read the official announcement.
Comparison with OpenAI Deal
The arrangement mirrors a deal Amazon struck with OpenAI two months earlier, when it participated in a $110 billion funding round, contributing $50 billion and valuing the ChatGPT maker at a $730 billion pre‑money valuation. Like the Anthropic agreement, that deal was structured partly as cloud infrastructure services rather than pure cash.
- OpenAI funding round details: TechCrunch article
Amazon Custom Chips
Amazon’s custom silicon plays a central role in the Anthropic deal:
- Graviton – low‑power CPU.
- Trainium – AI accelerator chip positioned as an Nvidia competitor.
The Anthropic agreement specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not yet available. The latest chip, Trainium3, was released in December. Anthropic also secured an option to purchase capacity on future Amazon chips as they become available.
Potential Future Funding
There are reports that venture capital firms are offering Anthropic additional capital that could value the company at $800 billion or more.
- Details on VC offers: TechCrunch article