Anthropic signed a new agreement with Amazon on Monday that deepens their partnership and secures up to 5 gigawatts of computing capacity for training and deploying Claude. The deal also brings new Trainium2 capacity online in the first half of this year, with significant capacity due in Q2 and scaled Trainium3 capacity expected later this year.
Amazon is investing $5 billion in Anthropic today and may put in up to another $20 billion later, building on its earlier $8 billion commitment. The companies said the expanded arrangement gives Anthropic access to nearly 1 gigawatt of Trainium2 and Trainium3 capacity by the end of 2026, as the startup leans harder on AWS for the most demanding parts of its business.
The scale is striking because Anthropic has worked closely with Amazon since 2023 and already uses over one million Trainium2 chips to train and serve Claude. More than 100,000 customers now run Claude on Amazon Bedrock, and Anthropic said Claude Platform on AWS will be available directly within AWS through a private beta.
Anthropic chief executive Dario Amodei said users have told the company that Claude is increasingly essential to how they work, and that the company needs the infrastructure to keep up with demand. He said the collaboration with Amazon will let Anthropic continue advancing AI research while delivering Claude to customers, including the more than 100,000 building on AWS.
The agreement also widens Anthropic’s use of Amazon.com infrastructure beyond the U.S., including expanded inference in Asia and Europe. That matters because Anthropic continues to choose AWS as its primary training and cloud provider for mission-critical workloads, even as it commits more than $100 billion over the next ten years to AWS technologies spanning Graviton and Trainium2 through Trainium4 chips, with the option to buy future generations of Amazon’s custom silicon as they arrive.
Amazon chief executive Andy Jassy said the company’s custom AI silicon offers high performance at significantly lower cost for customers, which he said is why demand is so strong. Anthropic, meanwhile, said its run-rate revenue has now surpassed $30 billion, up from about $9 billion at the end of 2025, a jump that underscores how quickly Claude has moved from a frontier model to a commercial product with real scale.
The tension in the deal is straightforward: Anthropic is broadening its reach across AWS while tying an even larger share of its future to Amazon’s custom chips and cloud buildout. For now, that looks less like dependency than mutual need, with Amazon getting a marquee AI customer and Anthropic getting the compute runway it says it needs to keep growing.
