Anthropic and Amazon said Tuesday they are deepening their partnership with a new agreement that secures up to 5 gigawatts of capacity for training and deploying Claude, while Amazon said it will invest $5 billion more in the AI company. The deal is the latest sign that one of the most closely watched alliances in artificial intelligence is moving from experimentation to industrial scale.
Anthropic said the agreement will bring new Trainium2 capacity online in the first half of this year, with significant capacity arriving in the second quarter and scaled Trainium3 capacity expected later this year. By the end of 2026, nearly 1 gigawatt of Trainium2 and Trainium3 capacity is expected to be online, and the company said it will use the incremental capacity for Claude in Amazon Bedrock as it expands inference in Asia and Europe.
The weight of the deal is hard to miss. Anthropic said it now runs more than one million Trainium2 chips to train and serve Claude, and it is committing more than $100 billion over the next ten years to AWS technologies, spanning Graviton and Trainium2 through Trainium4 chips. That gives the company the option to buy future generations of Amazon’s custom silicon as they become available, a sign that the relationship is built as much on long-term infrastructure as on today’s models.
Anthropic has worked closely with Amazon since 2023, when the two companies launched Project Rainier, one of the largest compute clusters in the world. Since then, more than 100,000 customers have begun running Claude on Amazon Bedrock, a base of users that helps explain why Amazon’s own chip strategy is now tied so tightly to Anthropic’s growth. Amazon said its custom AI silicon offers higher performance at lower cost, while Anthropic said its users increasingly rely on Claude and that it needs the infrastructure to keep up.
The tension in the deal is the scale of the bet. Amazon has already invested $8 billion in Anthropic and may add up to another $20 billion in the future, but the company is still facing a market where the cost of serving frontier AI is rising as fast as demand. Anthropic said its run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025, underscoring how quickly the business has expanded even as it locks itself more deeply into Amazon’s hardware and cloud stack.
For Anthropic, the new agreement buys time, power and reach. For Amazon, it ties one of the fastest-growing AI players in the market more tightly to AWS at a moment when the race for compute is becoming the race itself.