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Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute

Anthropic News · 2026-04-20

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Topics: anthropic-amazon-partnershipai-compute-infrastructurecloud-investmenttrainiumanthropic-revenue-growth

Claims

  • Anthropic and Amazon have signed an agreement securing up to 5 gigawatts of compute capacity for training and running Claude, with nearly 1 GW of Trainium2 and Trainium3 capacity expected online by end of 2026.
  • Anthropic is committing more than $100 billion over the next ten years to AWS technologies, spanning Graviton and Trainium2 through Trainium4 chips.
  • Amazon is investing an additional $5 billion in Anthropic today, with up to $20 billion more in the future, building on a prior $8 billion investment.
  • Anthropic's annualized run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025.
  • The full Claude Platform will be available directly within AWS under existing customer accounts, controls, and billing with no additional credentials required.

Key quotes

Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025.
We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude.
Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: AWS (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry).