Amazon has significantly boosted its multibillion-dollar bet on Claude developer Anthropic by investing an additional $5 billion—enabling Anthropic to eventually secure up to 5 gigawatts’ worth of AI chips from Amazon to help train and run its popular Claude AI models.
Amazon is already one of Anthropic’s largest investors, having previously invested $8 billion in the AI startup. The latest move brings Amazon’s immediate investment up to $13 billion, and the companies have agreed to the possibility of Amazon committing another $20 billion in the future if the partnership achieves certain commercial milestones, according to Wall Street Journal reporting.
The large cash infusion and prospect of obtaining more computing resources come at a crucial time for Anthropic, given the massive surge in paid subscriptions for Claude-related services early this year. That demand spike and strain on the existing cloud compute infrastructure supporting Claude have contributed to performance issues and even occasional outages for thousands of Claude users.
“Growth at this pace places an inevitable strain on our infrastructure; our unprecedented consumer growth, in particular, has impacted reliability and performance for free, Pro, Max, and Team users, especially during peak hours,” Anthropic wrote in an announcement about the Amazon investment.
The new deal with Amazon will deliver “meaningful compute in the next three months” and nearly 1 gigawatt in total before the end of 2026, said Anthropic. The company did not specify the timeframe for when Anthropic might secure the full 5 gigawatts of new compute capacity from Amazon.