On April 20, 2026, Anthropic and Amazon Web Services (AWS) announced an expanded agreement under which Anthropic will commit more than $100 billion to AWS technologies over the next ten years and secure up to 5 gigawatts (GW) of compute capacity for training and running Claude.
What the agreement covers
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Capacity and hardware: the commitment covers Amazon’s custom silicon from Graviton and Trainium2 through Trainium4, and includes the option to buy future generations of Amazon’s chips as they are released. Significant Trainium2 capacity is scheduled to come online in Q2 2026, and nearly 1 GW of combined Trainium2 and Trainium3 capacity is expected by the end of 2026.
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Claude on AWS: the full Claude Platform will be available directly within AWS — using the same account, controls and billing, without extra credentials or contracts. This lets organizations access Claude while keeping their existing governance and compliance arrangements.
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International expansion: the deal expands inference capacity in Asia and Europe to better serve Claude’s growing international customer base.
Financial terms and investments
Amazon is investing $5 billion in Anthropic today, with the possibility of up to an additional $20 billion in the future. This builds on Amazon’s prior $8 billion investment in Anthropic.
Background and operational impact
Anthropic has worked closely with Amazon since 2023. More than 100,000 customers now run Claude on Amazon Bedrock. The companies launched Project Rainier together, described as one of the world’s largest compute clusters, and Anthropic currently uses over one million Trainium2 chips to train and serve Claude.
Demand for Claude accelerated in 2026 across enterprise, developer and consumer tiers. Anthropic reports a sharp rise in usage across free, Pro and Max plans. The company’s run‑rate revenue has surpassed $30 billion, up from about $9 billion at the end of 2025. Such rapid growth has strained infrastructure, and Anthropic says unprecedented consumer growth has affected reliability and performance for free, Pro, Max and Team users, particularly at peak times.
The new agreement will expand capacity quickly: it will deliver meaningful compute within the next three months and nearly 1 GW of additional capacity before the end of 2026. Alongside further capacity additions and a diversified hardware strategy that spreads workloads across different chips, Anthropic says it is building the infrastructure required to keep Claude at the frontier and reliably serve its growing customer base.
Executive remarks
Andy Jassy, Chief Executive Officer of Amazon, said: “Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand. 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, as we continue delivering the technology and infrastructure our customers need to build with generative AI.”
Dario Amodei, CEO and co‑founder of Anthropic, commented: “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. 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.”
Clarification and further information
An April 21 update clarified that Claude Platform on AWS is “coming soon.” For more on Anthropic on AWS, refer to the Amazon Bedrock Anthropic materials.
