Amazon Going Skynet? AMZN Stock Rallies After Hours On Anthropic’s $100B AWS Purchase Commitment

• The deal also includes an option for Amazon to invest up to $20 billion more in the future in Anthropic.
• The commitment equates to roughly $10 billion per year and represents one of the largest long-term cloud infrastructure deals ever disclosed.
• However, Amazon remains a minority investor in Anthropic and holds no board seat.

Shares of Amazon.com Inc. (AMZN) jumped 2% after hours on Monday after artificial-intelligence startup Anthropic pledged to spend more than $100 billion over the next decade on Amazon Web Services (AWS) infrastructure.

The commitment equates to roughly $10 billion per year and represents one of the largest long-term cloud infrastructure deals ever disclosed.

Anthropic will purchase up to 5 gigawatts of Amazon’s custom Trainium AI chips and tens of millions of Graviton processors under the deal and in return, the online retailer will invest an additional $5 billion in Anthropic, deepening a strategic partnership that already includes $8 billion in prior funding from the e-commerce and cloud giant. The deal also includes an option for Amazon to invest up to $20 billion more in the future.

“This is a massive validation of our custom silicon and the scale of AWS,” Amazon CEO Andy Jassy said in a statement. “Anthropic’s decision 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.”

Anthropic CEO and co-founder Dario Amodei 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.”

The two companies have collaborated since 2023. Amazon has been Anthropic’s primary cloud and training provider, powering the Claude family of models — including Opus, Sonnet, and Haiku — through Amazon Bedrock. More than 100,000 organizations now run Claude on AWS.

A centerpiece of the partnership is Project Rainier, one of the world’s largest AI compute clusters, built with nearly half a million Trainium2 chips. Anthropic is already using it to train and deploy Claude models, and the new investment will bring additional Trainium3 capacity online this year, with future generations also included.

The expanded deal also includes greater international inference capacity in Asia and Europe to support Claude’s growing global user base. However, Amazon remains a minority investor in Anthropic and holds no board seat. Meanwhile, Anthropic reached a valuation above $380 billion in its latest funding round and is expected to have an initial public offering this year.

How Did Retail Traders React?

On Stocktwits, retail sentiment around AMZN stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.

Stocktwits users applauded the announcement, with a user drawing a parallel between Amazon and the fictional AI in Terminator movies called Skynet.

Another cheered the news as “great” for data center stocks.

AMZN has gained 48% over the past 12 months. 

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