Amazon เสริมเดิมพันกับ Anthropic ด้วยการลงทุน 5 พันล้านดอลลาร์และข้อตกลงคลาวด์มูลค่า 100 พันล้านดอลลาร์
Amazon doubles down on Anthropic
Anthropic said Monday that Amazon will invest an additional $5 billion in the AI startup, bringing Amazon’s total investment in the company to $13 billion. In return, Anthropic has committed to spend more than $100 billion on AWS over the next 10 years, a deal that underscores how tightly AI funding and cloud infrastructure have become linked.
The arrangement gives Anthropic access to as much as 5 gigawatts of new computing capacity to train and run Claude, its flagship AI model. It also includes access to Amazon’s custom chips, specifically Trainium2 through Trainium4, even though Trainium4 has not yet been released. Trainium3 arrived in December. Anthropic also has the option to buy capacity on future Amazon chips as they become available.
A familiar structure in the AI race
The deal follows a pattern increasingly common in the AI sector, where major investments are paired with long-term cloud spending commitments. Amazon struck a similar agreement with OpenAI two months ago, joining a $110 billion funding round and contributing $50 billion. That deal valued OpenAI at a $730 billion pre-money valuation and, like the Anthropic arrangement, was partly structured around cloud infrastructure services rather than cash alone.
For Amazon, the Anthropic relationship also spotlights its push to compete in AI hardware through Graviton and Trainium, its custom chips designed to reduce reliance on Nvidia. For Anthropic, the agreement secures the computing power needed to keep scaling model development at a time when demand for AI infrastructure remains intense.
The announcement may also signal more fundraising ahead. Venture capital firms have reportedly been offering Anthropic capital in a deal that would value the company at $800 billion or more.
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