Amazon is now running the same playbook with both of the world’s top AI labs.
Two months after investing $50 billion in OpenAI and striking a $100 billion cloud deal, Amazon announced a similar arrangement Monday with its original AI partner, Anthropic: up to $25 billion in new investment and a $100 billion-plus commitment to AWS over 10 years.
The deal also secures Anthropic up to 5 gigawatts of capacity on Amazon’s custom Trainium chips, a direct rebuttal to OpenAI’s claim last week that Anthropic made a “strategic misstep to not acquire enough compute” and was “operating on a…