New Delhi: Anthropic and Amazon have announced a major expansion of their AI partnership, signalling how fast the demand for large language models is growing. The new agreement focuses on scaling infrastructure for Claude, Anthropic’s AI system, as usage rises across enterprise and consumer segments.
The deal brings together cloud, chips, and long-term investment in one package. From early collaborations in 2023 to now, the partnership has moved into a phase where compute capacity is becoming the main battleground in AI development.
We’re expanding our collaboration with Amazon to secure up to 5 gigawatts of compute for training and deploying Claude. Capacity begins coming online this quarter, with nearly 1 gigawatt expected by the end of 2026.
— Anthropic (@AnthropicAI) April 20, 2026
Anthropic locks in massive compute capacity on AWS
Anthropic has committed to spend more than $100 billion over the next decade on AWS infrastructure, securing access to up to 5 gigawatts of compute capacity.
This capacity will be used to train and deploy Claude models using Amazon’s Trainium chips, including current and future versions. Trainium2 capacity is already coming online, with scaled deployments of Trainium3 expected later this year.
Amazon CEO Andy Jassy said, “Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand.”
The companies are also continuing work on Project Rainier, described as one of the largest AI compute clusters globally, built to support large-scale model training.
Claude usage surges as enterprise demand rises
Anthropic says adoption of Claude has accelerated sharply in 2026. Over 100,000 customers are now running Claude models on Amazon Bedrock.
The company’s run rate revenue has crossed $30 billion, up from around $9 billion at the end of 2025.
Dario Amodei, CEO of Anthropic, said, “Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand.”
He added, “Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.”
AWS integration and global expansion plans
As part of the agreement, the full Claude platform will be available within AWS, allowing customers to use it with existing accounts and controls. This move simplifies access for enterprises already using AWS services.
Amazon is also investing $5 billion immediately in Anthropic, with the option to invest up to $20 billion more in the future.
The partnership includes expansion of AI inference infrastructure in Asia and Europe to support growing global demand.