Citing strain on servers, Anthropic secures 5 GW of compute from Amazon

It’s a deal where it appears both sides win. (Picture: Amazon)
Anthropic admits to taxing its servers lately, saying that their recent growth «places an inevitable strain on our infrastructure; our unprecedented consumer growth, in particular, has impacted reliability and performance […] especially during peak hours»

The AI lab says 1 gigawatt of the new capacity on Amazon’s custom silicon will come online in late 2026, and is committing to spending $100 billion on Amazon over the next decade to «train and run Claude.»

The deal also includes an initial investment of some $5 billion from Amazon which will scale to $25 billion «in the future,» tied to «commercial milestones.»

Andy Jassy, CEO of Amazon, has taken some flak for their gigantic $200 billion spend on AI infrastructure, but with this deal, they are recouping half of that:

—Anthropic’s commitment to run its large language models on AWS Trainium for the next decade reflects the progress we’ve made together on custom silicon, Jassy says.

Read more: Anthropic’s announcement, Amazon’s release. Writeups on CNBC, TechCrunch, and Engadget.