Amazon is significantly deepening its investment in artificial intelligence, planning to inject up to $25 billion into AI developer Anthropic PBC. This move substantially expands a partnership that has been in place for three years.
The tech giant will also provide Anthropic with a vast increase in computing capacity. This builds upon Amazon's prior $8 billion investment and the creation of its Project Rainier AI cluster, designed to support Anthropic's internal operations.
The newly expanded deal includes an immediate $5 billion infusion, with Amazon intending to invest up to an additional $20 billion at a later, unspecified date. In return, Anthropic has pledged to spend over $100 billion on Amazon Web Services (AWS) over the next decade, securing access to up to 5 gigawatts of computing power.
Anthropic already leverages over one million of Amazon's custom AWS Trainium2 chips, many deployed within the Project Rainier cluster. The company will gain access to more Trainium2 chips by the end of June, with further capacity from Trainium2 and the newer Trainium3 chip arriving in the latter half of the year. These upgrades are expected to provide nearly 1 gigawatt of computing capacity.
The partnership also includes Amazon's forthcoming Trainium4 chip, promising enhanced performance for AI workloads. Anthropic will have the option to utilize even more advanced successors to Trainium4 as they become available. They will use these accelerators in conjunction with AWS Graviton central processing units.
Additionally, the companies will integrate Anthropic's AI model console directly into AWS. This integration aims to simplify customer access to Anthropic's AI models, streamlining billing, monitoring, and account management processes for AWS users.