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“Amazon will invest up to $25 billion in Anthropic. This artificial intelligence startup will spend more than $100 billion on Amazon Web Services, including AI chips, over the next decade,” clarifies investors.com. This means not only direct investment, but also a long-term tie-up of the startup to Amazon’s cloud infrastructure.
Betting on infrastructure and control
A key element of the deal is the utilization of Amazon Web Services capacity. Anthropic, a startup developing competing models with OpenAI, actually becomes an anchor customer of AWS, which guarantees Amazon a stable revenue stream and strengthens its position in the fight for AI infrastructure.
Investors reacted positively: Amazon’s shares rose 2.3% immediately after the announcement of the deal amid expectations that the partnership will allow the company to take a stronger position in competition with Microsoft and Google, which are already actively developing their own AI ecosystems.
Race to hundreds of billions
The volume of announced investments emphasizes the scale of what is happening: the artificial intelligence market is turning into an arena of long-term investments, where the count is in the tens and hundreds of billions of dollars.
In this model, not only the algorithm developer wins, but also the infrastructure provider – the one who controls computing power and cloud platforms.
On the other hand, the deal between Amazon and Anthropic demonstrates a new stage of the race: AI is becoming not just a technology, but the foundation of the future economy, where alliances between developers and cloud giants play a key role.
