Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute

• Anthropic + Amazon lock in up to 5GW compute for Claude training/inference.
  • Trainium2 launching Q2 2026; Trainium3 scaled capacity by end of 2026.
  • Nearly 1GW Trainium2+3 online by EOY; currently 1M+ Trainium2 chips in use.
• $100B+ decade-long commitment to AWS; $5B investment now.
  • $8B prior Amazon investment; up to $20B additional future tranche.
• Claude run-rate revenue hit $30B — up from ~$9B end of 2025.
• 100K+ customers run Claude on Amazon Bedrock.
• Claude Platform coming to AWS: unified accounts and billing.
• Claude now on all three major clouds: AWS, Google Cloud, Azure.

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