Amazon extends Prime Day to four days and plans US$200b annual AI capex, including Anthropic partnership

Amazon is converting Prime Day into a four-day event with new grocery promotions aligned with global celebrations and major sporting events.

The company plans about US$200b in annual capital expenditure focused on AI infrastructure and deployment of its custom Trainium chips (custom processors for AI workloads), and has entered a multi-billion dollar partnership with Anthropic to challenge Nvidia's position in AI hardware.

Key metrics investors are tracking include adoption of grocery offers, uptake of Anthropic-powered services, and early signals on how Trainium usage affects Amazon's position in large-scale AI workloads.