Amazon said on the 20th (local time) that it will invest an additional $5 billion (about 7.4 trillion won) in Anthropic, the developer of the artificial intelligence (AI) model "Claude." Amazon said it could increase the investment to as much as $20 billion depending on certain commercial performance conditions going forward.
As a condition of the investment, Anthropic pledged to make more than $100 billion in expenditure on Amazon's cloud technology over the next 10 years. This includes use of Amazon's in-house AI Semiconductor "Trainium."
Anthropic will receive up to 5 gigawatts (GW) of computing power from Amazon, about one-fifth of which will be introduced this year. In the end, the deal is a circular commitment in which Anthropic uses the funds invested by Amazon to purchase Amazon's cloud and chips.
Amazon will secure a powerful AI model for its cloud business Amazon Web Services (AWS) and lock in a key customer for its in-house AI chip Trainium. Anthropic, in turn, will gain access to Amazon's network of corporate customers. Anthropic will also be able to secure the massive computing power needed to develop the next generation of Claude. Anthropic's infrastructure burden has grown as its coding tool "Claude Code" has surged.
The deal appears set to serve as a catalyst for deeper collaboration amid intensifying competition in the AI industry. Reuters said, "The agreement has brought the two companies closer together, and Anthropic is accelerating efforts to secure capacity to strengthen its models."
Anthropic Chief Executive Dario Amodei said, "Claude is becoming an essential tool for work, and we need to expand infrastructure to meet surging demand." Amazon Chief Executive Andy Jassy said, "Anthropic's decision to run large-scale AI models on Amazon Trainium demonstrates the results of Amazon's custom-designed semiconductor technology."