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• Amazon stock jumps after Anthropic commits $100B to AWS AI expansion

• Anthropic secures 5GW capacity as Amazon scales AI infrastructure fast

• Amazon boosts AI lead as Anthropic expands long-term AWS spending

• AWS strengthens AI dominance with Anthropic’s massive compute deal
• Amazon gains momentum as Anthropic doubles down on AI infrastructure

Amazon shares closed lower but reversed sharply in after-hours trading following a major AI infrastructure update. The company advanced after confirming deeper collaboration with Anthropic on cloud and chip deployment. The announcement signals sustained demand for large-scale AI compute and strengthens Amazon’s cloud positioning.AMZN closed at $248.28, down 0.91%, then surged in after-hours to $254.51, gaining 2.51% on strong late buying momentum.

Amazon.com, Inc., AMZN

AWS AI Infrastructure Expansion Drives Long-Term Growth

Amazon reported a fresh capital commitment tied to its partnership with Anthropic and its cloud division AWS. The company secured a plan for Anthropic to spend over $100 billion on AWS infrastructure over ten years. This agreement includes access to current and future Trainium chips and Graviton processors.

Anthropic will use up to five gigawatts of compute capacity to train advanced AI models. This capacity will include upcoming Trainium3 systems expected to launch within the year. The expansion also targets global inference growth across Asia and Europe markets.

Amazon continues to strengthen its custom silicon strategy through Trainium and Graviton adoption. These chips already support over 100,000 customers across AWS services. Consequently, Amazon improves cost efficiency and scalability for AI workloads.

Strategic Investment and AI Ecosystem Integration

Amazon confirmed a new $5 billion investment in Anthropic with potential expansion to $20 billion based on milestones. This builds on the company’s earlier $8 billion investment in the AI firm. Therefore, the partnership reflects a long-term alignment in AI infrastructure and model deployment.

AWS now integrates the Claude platform directly into its ecosystem for enterprise users. Customers can access Claude tools through AWS accounts without separate credentials or billing systems. This integration simplifies deployment and strengthens AWS as a unified AI platform.

Amazon continues to develop large-scale compute systems such as Project Rainier. This cluster uses nearly half a million Trainium chips to train advanced AI models. As a result, the system supports faster model development and improved accuracy.

AI Adoption Expands Across Enterprise Use Cases

Anthropic’s Claude models continue to gain traction across industries through AWS services like Bedrock. Over 100,000 organizations currently deploy these models for various AI-driven applications. This growth highlights increasing enterprise reliance on scalable AI infrastructure.

Companies such as Lyft and Pfizer already use Claude-powered tools for operational efficiency. These systems reduce response times, automate workflows, and cut infrastructure costs significantly. AWS strengthens its role as a core provider of enterprise AI solutions.

Amazon also collaborates closely with engineering teams to optimize next-generation AI chips. This cooperation improves chip design using real training workloads from Claude models. Therefore, the partnership accelerates both hardware innovation and AI deployment at scale.

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