Amazon will invest up to an additional $25 billion in Anthropic, CNBC reported on April 20. The amount is in addition to an existing $8 billion.

Anthropic agreed to spend more than $100 billion over the next 10 years on AWS technology, including Trainium2 and Trainium3. It also secured up to 5 gigawatts of capacity to train and deploy the Claude AI model. It plans to bring 1 gigawatt of Trainium2 and Trainium3 capacity online by the end of this year.

$5 billion of the investment will be deployed immediately, and $20 billion will be made when specific goals are met. The $5 billion investment will be made based on Anthropic's latest enterprise value of $380 billion.

Anthropic is facing infrastructure overload amid a surge in enterprise and developer demand and consumer usage, leading to stability issues.

Anthropic CEO Dario Amodei (Dario Amodei) said, "Users are using Claude as a tool essential to their work, so we need to build infrastructure to match the rapidly growing demand."

The investment comes two months after Amazon agreed to invest up to $50 billion in OpenAI. Anthropic's annualised revenue has exceeded $30 billion.

Anthropic named AWS as its main cloud provider in 2023 and its main training partner in 2024. In November last year, it also agreed with Microsoft to raise up to $5 billion in investment and to buy about $30 billion worth of Azure cloud services. Earlier this month, it expanded partnerships with Google and Broadcom to secure capacity on the scale of several gigawatts.