Anthropic and Amazon have signed a new agreement that expands cloud capacity for Claude and extends their long partnership. The deal secures up to 5 gigawatts of compute for training and deployment work. It also adds fresh Amazon funding and wider access to Claude tools inside AWS.
Anthropic maps out decade-Long AWS buildout for Claude
The agreement covers more than $100 billion in AWS technology spending over ten years. The plan secures up to 5 gigawatts of capacity for Claude workloads. It also includes access to future Amazon chips when they become available. The hardware commitment spans Graviton and Trainium2 through Trainium4 systems.
The new Trainium2 capacity will arrive in the first half of this year. It expects scaled Trainium3 capacity later this year. The company said nearly 1 gigawatt of Trainium2 and Trainium3 capacity will come online by year’s end. Anthropic also plans to use the added capacity for Claude inside Amazon Bedrock. The agreement expands inference capacity in Asia and Europe.
Anthropic said it has worked with Amazon since 2023 on cloud and chip infrastructure. The companies launched Project Rainier during that period. Anthropic said it now uses more than one million Trainium2 chips to train and serve Claude. Amazon CEO Andy Jassy said the company’s custom AI silicon offers high performance at lower cost. He added that demand for the chips remains strong. Jassy said Anthropic’s long Trainium commitment reflects progress on custom silicon.
Claude platform moves directly into AWS accounts
The full Claude platform will become available directly within AWS. Customers will use the same account, controls, and billing setup. They will not need extra credentials or separate contracts. The company said this setup will give organizations direct access to Claude features. It also said customers can keep existing governance and compliance controls. Anthropic placed the Claude Platform on AWS in private beta.
According to Anthropic, customers can request access through their account teams this year. It also said Claude remains available across AWS, Google Cloud, and Microsoft Azure. The company described Claude as the only frontier AI model on those three clouds. Anthropic said more than 100,000 customers already run Claude on Amazon Bedrock.
The new agreement expands that relationship inside AWS products. It also adds more Claude Platform features under the same commercial structure. The company said AWS remains its primary cloud provider for mission-critical training workloads. It also said the new capacity will support deployment work. The agreement links platform access with cloud expansion under one plan.
Amazon adds fresh funding as Claude demand climbs in 2026
Amazon is investing $5 billion in Anthropic under the new agreement. Anthropic said Amazon may invest up to another $20 billion later. The company said that the total builds on Amazon’s previous $8 billion investment. Anthropic CEO Dario Amodei said customers now rely on Claude for daily work. He said Anthropic must build more infrastructure to match demand growth. Amodei added that the Amazon partnership supports research and customer delivery.
This year, Anthropic revealed that enterprise and developer demand have driven a sharp rise in consumer use across the Free, Pro, and Max tiers. Team users also faced pressure during peak periods. The company said its run rate revenue has passed $30 billion. It said that the figure stood near $9 billion at the end of 2025. Anthropic linked the revenue jump to fast growth across business and consumer products. Anthropic said rapid demand growth strained reliability and performance during busy hours. It said the new agreement will add meaningful computing within three months.
The total new capacity is expected to approach 1 gigawatt before the end of 2026. The agreement will support both training and inference across a wider hardware mix, with workloads already running across several chip types. That diversified hardware approach will continue under the new plan. The first new capacity is set to arrive within the next three months. It expects almost 1 gigawatt online before year’s end.