Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute
Summary (EN)
Anthropic said it has signed a new agreement with Amazon that substantially expands their infrastructure and commercial relationship around Claude. Under the deal, Anthropic will secure up to 5 gigawatts of new AWS capacity for training and serving Claude, including significant Trainium2 capacity coming online in the near term and nearly 1 gigawatt of combined Trainium2 and Trainium3 capacity expected by the end of 2026. Anthropic said it will commit more than 100 billion dollars over the next decade to AWS technologies spanning Graviton and Trainium generations through Trainium4, while retaining options on future Amazon custom silicon. The company also said the agreement expands inference capacity in Asia and Europe and keeps AWS as its primary training and cloud provider for mission-critical workloads. On the product side, Anthropic announced that the full Claude Platform will become available directly within AWS, with shared account controls and billing, and that this Claude Platform on AWS offering is now in private beta. Amazon is also investing 5 billion dollars in Anthropic immediately, with the potential for up to 20 billion dollars more in the future, adding to its previous 8 billion dollar investment. Anthropic linked the deal to surging usage, saying more than 100,000 customers run Claude on Amazon Bedrock and that its annualized revenue run rate has passed 30 billion dollars, up from about 9 billion dollars at the end of 2025. The agreement is presented as a response to both enterprise demand and rapidly rising consumer usage.
Summary (ZH)
Anthropic 宣布已与亚马逊签署一项新的合作协议，大幅扩展双方围绕 Claude 的基础设施与商业合作关系。根据协议，Anthropic 将获得最高 5 吉瓦的新增 AWS 算力，用于训练和部署 Claude，其中包括将在近期上线的大量 Trainium2 算力，以及预计到 2026 年底累计接近 1 吉瓦的 Trainium2 和 Trainium3 能力。Anthropic 表示，未来十年将向 AWS 技术投入超过 1000 亿美元，覆盖 Graviton 以及从 Trainium2 到 Trainium4 的多代自研芯片，同时保留采购未来亚马逊定制芯片的选择权。公司还称，协议将扩展其在亚洲和欧洲的推理能力，并继续把 AWS 作为关键任务负载的主要训练与云平台。在产品层面，Anthropic 宣布完整的 Claude Platform 将直接进入 AWS 体系，企业可在同一账户控制和计费框架下使用相关能力，目前该版本已进入私有测试。资本层面，亚马逊本次将先向 Anthropic 投资 50 亿美元，未来还有最高 200 亿美元追加空间，建立在此前 80 亿美元投资基础之上。Anthropic 将此次扩容与使用量激增直接关联，称已有超过 10 万客户通过 Amazon Bedrock 使用 Claude，且公司年化收入运行率已从 2025 年底约 90 亿美元升至超过 300 亿美元。整体上，这份协议既是算力扩容，也是围绕 Claude 商业化和全球交付能力的系统性加码。
Source