Amazon (AMZN) Stock Climbs After Sealing $125B Anthropic Partnership

TLDR

• Amazon will invest up to $25 billion in Anthropic — $5 billion now, $20 billion more subject to milestones — on top of the $8 billion already invested.
• Anthropic committed to spending over $100 billion on Amazon’s AWS cloud technologies over the next 10 years.
• The deal includes Amazon’s Trainium and Graviton chips, up to 5 gigawatts of compute capacity, and expanded inference in Asia and Europe.
• Amazon stock rose roughly 2.7% in after-hours trading to $254.80 following the announcement.
• The move comes after Amazon said earlier this year it would invest up to $50 billion in OpenAI.

Amazon is doubling down on AI infrastructure. The company announced it will invest up to $25 billion in Anthropic, the company behind the Claude AI model — one of the largest bets yet in the AI investment race.

The deal breaks down as $5 billion upfront, with an additional $20 billion tied to commercial milestones. This builds on the $8 billion Amazon had previously committed to Anthropic, bringing total potential investment to $33 billion.

In return, Anthropic pledged to spend more than $100 billion on Amazon Web Services over the next decade. The company will use AWS as its primary training and cloud provider for mission-critical workloads.

Amazon.com, Inc., AMZN

The agreement covers current and future generations of Amazon’s custom Trainium AI chips, tens of millions of Graviton CPU chips, and up to 5 gigawatts of compute capacity. Anthropic said it expects to bring roughly 1 gigawatt of Trainium2 and Trainium3 capacity online by year-end.

What AWS Customers Get

Under the new terms, AWS customers can access Anthropic’s full Claude Platform directly from their existing AWS account. No additional credentials, contracts, or separate billing relationships required.

That’s a notable simplification for enterprise users who already run workloads on AWS and want to plug Claude into their stack without extra overhead.

The two companies also announced an expansion of international inference capacity in Asia and Europe to serve Claude’s growing global customer base.

Amazon’s Broader AI Push

Amazon has been open about its AI spending. The company expects to spend around $200 billion on capital expenditures this year, with most of that going toward AI-related infrastructure.

Its own AI models, like Nova, haven’t generated the same buzz as rivals. But Amazon has positioned itself as the infrastructure backbone for the AI era, hosting and powering third-party models rather than competing solely with its own.

The Anthropic deal follows Amazon’s earlier announcement that it would invest up to $50 billion in OpenAI, the maker of ChatGPT. That makes Amazon one of the few companies placing major bets on multiple AI frontier labs simultaneously.

AMZN rose around 2.7% in extended trading to $254.80 after the announcement. The stock was up 7.6% year-to-date through Monday’s close and 43% over the past 12 months.

Anthropic said it is focused on model releases in coding and design as it works to pull ahead in the competitive AI landscape.

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