Amazon (AMZN) and Anthropic (ANTH.PVT) are even more tied at the hip as both seek supremacy in the race to build out artificial intelligence infrastructure.
The ties between Amazon and Anthropic deepen: Amazon Web Services (AWS), Amazon’s cloud computing business, has committed to supplying Anthropic with up to 5 gigawatts of capacity across Trainium 2, 3, and 4+ chips. Anthropic said it would spend $100 billion-plus on AWS over the next 10 years. Additionally, Amazon announced plans to invest an incremental $5 billion, and up to an additional $20 billion tied to commercial milestones, into Anthropic. Amazon previously invested $8 billion into Anthropic in late 2023.
What Wall Street is saying about the Amazon-Anthropic relationship: Wall Street is banking on a big boost in AWS’s growth rate in the coming quarters, fueled by Anthropic’s computing needs and those of others playing in the AI boom.
“We are incrementally positive on our AWS revenue projections, whereby…
