Amazon has restructured its payment model with AI startup Anthropic, switching from hourly computing fees to token-based pricing beginning next year.
Amazon disputes claims that this change will increase costs, but the move reflects growing tension over Anthropic's rising prices and signals Amazon is exploring cheaper alternatives such as OpenAI's models and its own Nova platform.
What happened
Amazon has restructured its deal with Anthropic, moving from computing-hour-based payments to token-based pricing starting next year, according to The Information. Amazon disputes reports that this change will increase its costs for using Anthropic's Claude models.
Why it matters
Anthropic has raised prices for its models in Amazon products, prompting Amazon to weigh alternatives including OpenAI and its own Nova models to manage costs. This signals tension in a major partnership—Amazon invested $4 billion（約6400億円） in Anthropic in 2023 and agreed to invest up to an additional $25 billion（約4兆円） earlier this year.
What to watch
Anthropic, currently valued at $1.07 trillion（約170兆円）, confidentially filed paperwork for an initial public offering earlier this month, though reports suggest the IPO may slip to 2027 from an originally expected fourth-quarter 2024 arrival.
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