What happened
Anthropic, maker of the Claude AI model, is moving toward an October IPO debut. Secondary market transactions have recently valued the company at around $1.2 trillion（約190兆円）, up from $965 billion（約150兆円） in its May funding round. Amazon, which has invested around $13 billion（約2.1兆円） and owns between 15% and 20% of Anthropic, stands to see a significant gain from the IPO.
Why it matters
At a $1.2 trillion（約190兆円） valuation, Amazon's stake would be worth between $180 billion（約29兆円） and $240 billion（約38兆円）—a strong return on its investment. Beyond the valuation gain, the Anthropic IPO will likely strengthen Amazon's core cloud business; as part of its latest investment, Amazon secured more than $100 billion（約16兆円） in commitments from Anthropic over the next decade, including up to 5 gigawatts of capacity for training and running Claude and for Amazon's Trainium AI chips and Graviton CPUs. A well-funded Anthropic will continue aggressive AI infrastructure spending, benefiting AWS as a core AI customer.
What to watch
Anthropic's IPO is potentially scheduled for October. The company will use the capital infusion to strengthen its financial position and continue investment in AI infrastructure. Amazon's forward price-to-earnings ratio is 26 times 2027 analyst estimates.
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Anthropic's IPO represents a validation moment for both the company and its major backer Amazon. The jump from a $965 billion（約150兆円） valuation in May to around $1.2 trillion（約190兆円） in recent secondary market transactions signals strong confidence in the AI frontier LLM market. For Amazon, the timing is particularly favorable: the company has positioned itself as a critical infrastructure partner to one of the most ambitious AI competitors, securing long-term capacity commitments worth over $100 billion（約16兆円） while maintaining a 15%–20% ownership stake.
Beyond the immediate wealth gain—a potential $180 billion（約29兆円） to $240 billion（約38兆円） stake value—the Anthropic investment addresses a structural need for AWS. As the article notes, Amazon's cloud computing revenue has begun accelerating, supported in part by commitments from both Anthropic and OpenAI. This suggests that the Anthropic relationship is not merely a venture bet but a strategic pillar of AWS's growth in the AI services market. The secured capacity commitments ensure a predictable, long-term revenue stream even as Anthropic scales its own infrastructure needs.
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