signed
Anthropic commits $110B+ to AWS; Amazon invests up to $25B more
Anthropic committed to spend at least $110 billion on AWS between May 2026 and April 2036, for up to 5 GW of Trainium capacity. Amazon will invest $5 billion now and up to $20 billion more tied to milestones.
What the value means
Minimum spend of $110.0 billion May 2026–April 2036 with a true-up if usage falls short (Anthropic S-1/A); announced as 'over $100 billion' over ten years. Separate Amazon investment: $5B immediately at a $380B valuation plus up to $20B on milestones.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Anthropic
- Seller / provider
- Amazon (AWS)
- ValueHeadline dollar value exactly as stated in the cited source.
- 110,000,000,000 USD
- Capacity
- 5 GW
- Accelerators
- Not disclosed
- Chips
- AWS Trainium2–Trainium4, Graviton
- Term
- 10 years
- StatusBinding agreement disclosed
- signed
- Other parties
- None named
- Deal type
- equity-for-compute, cloud-capacity, sec-filing
Sources
2- Amazon investing up to $25 billion more in Anthropic (Quartz via Yahoo Finance) read 2026-11-09
- Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026) read 2026-11-09
Cite this deal
AI Compute Deals, “Anthropic commits $110B+ to AWS; Amazon invests up to $25B more”, https://aicomputedeals.com/anthropic-amazon-aws-110b-2026-04/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.
The rest of this relationship
3 rows- Anthropic commits $110B+ to AWS; Amazon invests up to $25B more $110B signed
- Amazon adds $4B to Anthropic; AWS becomes primary training partner $4B completed
- Amazon invests up to $4B in Anthropic; AWS becomes primary cloud $4B completed