Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Anthropic secures 5 gigawatts of Amazon’s custom silicon as Claude demand soars.

US Top News and Analysis | Marvell stands to gain from boosted Amazon-Anthropic partnership

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Marvell Technology is poised to profit from Amazon’s expanded partnership with AI‑focused Anthropic, which will invest more than $100 billion in Amazon Web Services over the next decade to power its Claude large‑language‑model suite. The deal will drive demand for Amazon’s Trainium AI chips—built with Marvell’s optical processors, retimers, Ethernet switches, and data‑processing units—as well as other hardware that Marvell supplies to AWS. Analysts responded by raising Marvell’s price target to $170, citing strong near‑term upside from boosted optical‑connectivity needs and expecting the partnership to sustain double‑digit growth through fiscal 2028, while also noting ancillary benefits for fellow data‑center supplier Astera Labs.

Read more: https://www.cnbc.com/2026/04/21/marvell-stands-to-gain-from-boosted-amazon-anthropic-partnership.html

#Marvell #Amazon #Anthropic #AWS #JPMorgan #RBC #AsteraLabs #DarioAmodei #Trainium #

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US Top News and Analysis | Amazon to invest up to another $25 billion in Anthropic as part of AI infrastructure deal

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Amazon is expanding its AI partnership with Anthropic by committing up to $25 billion in new funding—adding to the $8 billion it has already invested—while Anthropic in turn pledged to spend more than $100 billion on Amazon Web Services over the next ten years, chiefly on Amazon’s custom Trainium AI chips. The deal provides an immediate $5 billion injection, with up to $20 billion contingent on future commercial milestones, and values Anthropic at roughly $380 billion. Under the agreement Anthropic will secure up to 5 gigawatts of AWS capacity for training and deploying its Claude models, aiming to bring about 1 gigawatt of Trainium 2/3 capacity online by year‑end to meet soaring enterprise and consumer demand. The investment is part of Amazon’s broader plan to spend about $200 billion on capital expenditures this year, largely for AI infrastructure, and comes as the company competes with other hyperscalers while Anthropic also maintains partnerships with Microsoft and Google and faces rivalry from OpenAI.

Read more: https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html

#Amazon #Anthropic #AWS #DarioAmodei #Trainium

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https://winbuzzer.com/2026/03/16/aws-cerebras-wse3-deal-amazon-bedrock-ai-inference-xcxwbn/

AWS Inks Cerebras Deal for 5X Faster Cloud AI Inference Based With Its Trainium AI Chips

#AI #AIChips #AIInfrastructure #Amazon #AWS #BigTech #CloudComputing #DataCenters #Cerebras #AmazonBedrock #AIInference #Semiconductors #Chip #Trainium #WSE3 #CS3

OpenAI’s ‘$110b’ funding round is $25b and some promises

https://fed.brid.gy/r/https://pivot-to-ai.com/2026/03/03/openais-110b-funding-round-is-25b-and-some-promises/

Quick little follow-up analysis on broader #cloudcomputing market implications for the Microsoft #Maia200 news this week, as #AIinference continues to be a hot topic in #AIinfrastructure: Could it free up #GPU capacity for customers in #Azure? Offer a cheaper alternative to #Nvidia? Even chip away (see what I did there?) at Nvidia's overall market dominance?

Michael Leone, Naveen Chhabra and Steven Dickens share their takes:

https://www.techtarget.com/searchcloudcomputing/news/366637986/Microsoft-Maia-200-AI-chip-could-boost-cloud-GPU-supply

#AIaccelerator #TPU #Trainium #cloud #AIchip

https://winbuzzer.com/2025/12/17/openai-negotiates-10b-amazon-investment-and-shift-to-custom-trainium-chips-xcxwbn/

OpenAI Negotiates $10B+ Amazon Investment and Shift to Custom 'Trainium' Chips

#OpenAI #Amazon #AWS #AI #CloudComputing #AIChips #Trainium #GenAI #Investment #BigTech