Anthropic locks in $100 billion AWS deal and 5GW of new compute as Claude demand hits record highs
Anthropic and Amazon have deepened their partnership with a decade-long infrastructure commitment to power Claude's next phase of growth
Anthropic and Amazon have signed a new agreement that secures up to five gigawatts of compute capacity for training and deploying Claude, backed by a commitment of more than $100 billion to AWS technologies over the next ten years.
Amazon is also investing an additional $5 billion in Anthropic today, with up to $20 billion more available in the future.
The deal expands a partnership that has been in place since 2023. More than 100,000 customers now run Claude on Amazon Bedrock, and Anthropic currently uses over one million Trainium2 chips to train and serve the model. Significant Trainium2 capacity is coming online in the second quarter of this year, with nearly one gigawatt of combined Trainium2 and Trainium3 capacity expected by the end of 2026.
Infrastructure, scale, and what is coming online
The agreement spans Amazon's Graviton and Trainium2 through Trainium4 chips, with an option to purchase future generations of Amazon's custom silicon. The deal also includes expansion of inference capacity in Asia and Europe to support Claude's growing international customer base. AWS remains Anthropic's primary training and cloud provider for mission-critical workloads.
Andy Jassy, CEO of Amazon, says: "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand. Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI."
Dario Amodei, CEO and co-founder of Anthropic, says: "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand. Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS."
Claude Platform on AWS and growing demand
The full Claude Platform will be available directly within AWS under the same account, controls, and billing, with no additional credentials or contracts required. The feature is currently in private beta. Claude remains the only frontier AI model available across all three of the world's largest cloud platforms: AWS Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry.
Anthropic shared on LinkedIn that the deal covers more capacity, more Claude, and more for the more than 100,000 customers already building on AWS.
Anthropic's run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025. The company has attributed performance and reliability issues during peak hours for free, Pro, Max, and Team users to unprecedented consumer growth, and says the expanded capacity will deliver meaningful compute within the next three months. Whether the infrastructure build-out keeps pace with demand at that rate of growth will be a defining challenge for Anthropic through the rest of 2026.
