Anthropic received another $5 billion from Amazon: Target is $100 billion cloud power

Anthropic announced that it received an additional investment of $ 5 billion within the scope of its new agreement with Amazon. Thus, Amazon’s total investment in the company reached 13 billion dollars. In return, Anthropic agreed to spend more than $100 billion on Amazon Web Services over the next 10 years. This agreement aims to expand the infrastructure necessary for training and operating Claude artificial intelligence models.

Under the agreement, Anthropic will gain access to up to 5 gigawatts of new computing capacity through AWS. This capacity will be used especially for workloads that require high processing power, such as training large language models. This will make it possible for the company to develop its Claude series models faster and on a larger scale.

One of the elements that Amazon highlighted in this agreement was its own developed processor and accelerator solutions. In addition to low-power CPUs called Graviton, the Trainium series artificial intelligence accelerators, positioned as an alternative to Nvidia, are at the center of the agreement. Anthropic has acquired the right to use the chip family ranging from Trainium2 to Trainium4. A capacity access option is also provided for Trainium4, which is not yet on the market.

Amazon’s custom chips are at the center of Anthropic deal

Trainium3, introduced in December, attracted attention as the latest example of Amazon’s hardware investments in artificial intelligence. However, the agreement is not limited to only existing solutions. Anthropic has also obtained the right to purchase capacity for new Amazon chips that will be offered in the future. This allows the company to gain flexibility in long-term infrastructure planning.

On the other hand, this collaboration also reminds us of a similar agreement that Amazon recently made with OpenAI. In the agreement in question, Amazon contributed $50 billion to the $110 billion investment tour. In this structuring, cloud services had an important place in addition to cash investment. The new agreement with Anthropic similarly follows a model based on infrastructure use beyond direct financing.

In addition to all this, there are also claims that Anthropic is preparing for a new investment round. It is claimed that venture capital companies have made offers to fund Anthropic at a valuation of $ 800 billion or more. If such a development occurs, the company’s position in the field of artificial intelligence may be further strengthened.

This agreement shows that relations between cloud providers and artificial intelligence companies are becoming increasingly tight. The increasing need for computing makes not only software development but also hardware and infrastructure investments a determining factor. Amazon’s promotion of its own chips may provide advantages in terms of cost control and performance optimization; Despite this, how the competition will be shaped against established players such as Nvidia will become clearer in the coming period.