★ Must ReadAnthropic takes $5B from Amazon and pledges $100B in cloud spending in return
Amazon is investing an additional $5 billion in AI startup Anthropic, bringing its total committed investment to roughly $8 billion. In exchange, Anthropic has committed to spending $100 billion on AWS cloud infrastructure over time—a substantial long-term revenue guarantee for Amazon's cloud business. This deal locks Anthropic into AWS as its primary compute provider while securing Amazon both equity upside in a leading AI lab and predictable enterprise revenue, reducing Amazon's direct financial risk on the investment.