On Monday, Amazon and Anthropic announced a new agreement under which Anthropic commits to investing more than $100 billion in AWS technologies over the next 10 years, securing up to 5 gigawatts (GW) of Trainium and Graviton cores, current and future generations.
The AI company also makes the Claude Platform available on AWS and accepts up to $25 billion in investment from Amazon.
Amazon and Anthropic make three promises for compute, Claude access, and investment
First, with its pledge to spend over $100 billion on AWS technologies in the coming decade, Anthropic secures up to 5GW of current and future generations of Trainium (Amazon’s custom silicon) to power, deploy, and train its advanced AI models, as well as tens of millions of Graviton cores (Amazon’s CPU chip) to “provide superior price performance.”
Per both companies’ announcements, significant Trainium2 capacity is expected to come online in the first half of 2026, followed by nearly…
