Amazon To Invest Up To Another $25 Billion In Anthropic

Amazon is expanding its Anthropic partnership with a deal to invest up to another $25 billion, while Anthropic commits to spending more than $100 billion on AWS infrastructure over the next decade to power Claude. "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," Amazon CEO Andy Jassy said in a statement. CNBC reports: Amazon's investment includes $5 billion into Anthropic now, with up to $20 billion in the future tied to "certain commercial milestones," according to a release. The initial investment is at Anthropic's latest valuation of $380 billion. Anthropic said in the release that it will bring nearly 1 gigawatt total of Trainium2 and Trainium3 capacity online by the end of the year.

With all of the major hyperscalers competing to build out AI capacity as quickly as possible, Amazon said in February that it expects to shell out roughly $200 billion this year on capital expenditures, mostly on AI infrastructure.

Round and round

[supabeast!]

Round and round the investment scam goesâ¦when this bubble bursts, nobody knows.

Re:Round and round

[martin-boundary]

Fairly soon after the oil price goes through the roof, I'd say. Because when there are no customers willing to open their wallets for AI toy products, the illusion of an endless source of revenue as big as the whole economy of the world will come crashing down. Bonus points if anyone prosecutes the cashed up insider traders.

Oh come on!

[SumDog]

We're never going to get affordable RAM again, are we?

Re:Oh come on!

[haruchai]

640M ought to be enough for anybody

Re:

[gtall]

640M times of repeating this *&^^$ trope ought to be enough for anybody,

Anthropic vs. MacOS

[gtall]

According to https://www.theregister.com/20... [theregister.com]:

"Yet Anthropic's Claude Desktop for macOS installs files that affect other vendors' applications without disclosure, even before those applications have been installed, and authorizes browser extensions without consent."

Re:

[SumDog]

Guess Apple's entire developer verification process is shit.

Out of all the AI startups

[DrXym]

Anthropic is the one that seems to deliver something more useful than just a lame chatbot. I will not be surprised when the bubble bursts and herd is thinned that that it will be the likes of Grok and OpenAI that die first - they're useless outside of themselves and neither has other products & services that could cushion the cash cost required to sustain them.

Re:Out of all the AI startups

[clifwlkr]

I take it you have never actually used the codex model then? It generates better structured and more intelligent code than Claude Opus 4.6, using significantly less tokens. Last year, Cursor was the darling of everyone and going to vibe code its way to the top. This market is far from decided....

If you think about it...

[Pseudonymous Powers]

...EVERYbody is investing UP TO 25 billion dollars in Anthropic. Because "up to" includes zero dollars.

This is just to pump the stock...

[MikeDataLink]

It's really just a 25% discount on hosting, framed as an investment to make Amazon stock go up.

Is this the Usual scam?

[bn-7bc]

where Amazon gives anthropc X ammounts in AWS credits, and thus can book X amount as AI investment. and turns arround to kook the same X as future committed revenue from AWS.? If it is it's pro level double dipping. Let's hope the investors won't be fooled a tells Amazon to drop thi AI shite

oil - was not valued as this

[johnjones]

oil was not valued as this but we depend on it

$25 Billion In Anthropic is hubris

we do not depend on it (yet) invest in what you know and get of the plane that depends on oil...

get over yourself

I have a better idea

[CEC-P]

25 billion could build a domestic memory fabrication plant. I checked what % is made in Korea and found out WHAT THE FUCK, Micron and Western Digital are both US-based and make a huge percentage of memory. So tell those assholes they're building an expansion and this is not up for debate. The entire world cannot afford $3000 laptops on top of +$2 a gallon gas at every company everywhere. There are zero companies that do not use computers. WTF? This is worse than tariffs and nobody is doing anything but mak