Amazon and Anthropic announced an expanded strategic collaboration on April 20, 2026, with Amazon committing a significant investment and Anthropic securing substantial compute capacity. Amazon will invest $5 billion in Anthropic immediately, with a potential for an additional $20 billion in the future, contingent on the achievement of specific commercial milestones. This new investment builds upon Amazon's previous $8 billion investment in Anthropic, dating back to 2023.
As part of this deepened partnership, Anthropic has committed to spending over $100 billion on Amazon Web Services (AWS) technologies over the next decade. This commitment includes utilizing current and future generations of Amazon's custom silicon, specifically Trainium chips, and tens of millions of Graviton cores. Anthropic will secure up to 5 gigawatts (GW) of capacity from Amazon's Trainium chips to train and power its advanced AI models. This includes significant Trainium2 and Trainium3 capacity, with nearly 1 GW expected to be online by the end of 2026.
Anthropic's Claude platform is available on AWS, providing a comprehensive AI developer experience. Over 100,000 customers currently run Anthropic Claude models on Amazon Bedrock. The collaboration also extends to Project Rainier, described as one of the largest AI compute clusters globally, which the two companies are jointly developing.
Amazon CEO Andy Jassy stated that Anthropic's commitment to utilize AWS Trainium for its large language models over the next decade reflects the progress made in custom silicon, delivering the technology and infrastructure necessary for customers to build with generative AI. Dario Amodei, CEO and co-founder of Anthropic, noted that the collaboration with Amazon will enable continued advancement in AI research and the delivery of Claude to its growing customer base.
Anthropic has experienced accelerated enterprise and developer demand for Claude in 2026, alongside a sharp rise in consumer usage across its free, Pro, and Max tiers. This growth has led to a run-rate revenue surpassing $30 billion, up from approximately $9 billion at the end of 2025. The expanded AWS deal is intended to address the strain on Anthropic's infrastructure due to this rapid growth, which has impacted reliability and performance during peak hours. The agreement also includes an expansion of inference capacity in Asia and Europe to better serve Claude's international customer base.