SAN FRANCISCO — Amazon will invest up to $25 billion in Anthropic, the AI startup behind the Claude language model, in what marks the largest financial commitment between a cloud provider and an AI company to date.
The deal, announced Monday, includes a reciprocal commitment from Anthropic to spend $100 billion on Amazon Web Services infrastructure for training and deploying AI systems. The arrangement effectively locks Anthropic into AWS for the foreseeable future while giving Amazon significant influence over one of OpenAI's primary competitors.
The investment comes days after Anthropic released Claude Opus 4.7, which benchmark tests show narrowly surpasses GPT-4 and Gemini Ultra in reasoning tasks and code generation. The model's release temporarily restored Anthropic's position as the producer of the most capable generally available large language model, a title that has changed hands four times in the past six months.
The $25 billion figure represents roughly 40% of Amazon's total capital expenditures in 2025 and signals the company's determination to compete with Microsoft's OpenAI partnership and Google's in-house AI development. Amazon previously invested $4 billion in Anthropic in September 2023, a deal that now appears to have been a down payment on this larger arrangement.
For Anthropic, the $100 billion cloud commitment solves the startup's most pressing constraint: access to computing power. Training frontier AI models requires thousands of specialized chips running for months, with costs exceeding $1 billion per training run. The AWS commitment guarantees Anthropic can maintain its development pace without competing for scarce GPU capacity.
The deal's structure differs from Microsoft's OpenAI investment, which took the form of equity and debt. Amazon's arrangement appears to be primarily a commercial agreement, though the companies did not disclose whether Amazon received additional equity beyond its existing stake. Anthropic has raised approximately $7.3 billion in total funding and was last valued at $18.4 billion.