Amazon secures $100B, 10-year commitment from AI startup Anthropic to power its AI infrastructure

Anthropic announced it will spend over $100 billion on Amazon Web Services (AWS) over the next decade and purchase 5 gigawatts of computing capacity — enough power to run thousands of data centers — to train and operate its AI models. Amazon's stock rose in after-hours trading on the news.

The deal guarantees Anthropic access to Trainium3 chips (specialized processors AWS designed for AI training), locking in a major customer for Amazon's custom hardware business and signaling AWS can compete with Nvidia in the race to supply AI infrastructure.

For business professionals: AWS now has a long-term, high-value customer committed to its AI services, reducing uncertainty about demand for cloud compute. For Anthropic: the deal funds its ability to build larger AI models without relying on external chip suppliers or competitors' cloud platforms. For other AI companies: this shows AWS is willing to make massive bets to keep AI workloads on its platform rather than losing them to competitors.