Amazon to invest up to another $25 billion in Anthropic as part of AI infrastructure deal

In this article AVGO Follow your favorite stocks CREATE FREE ACCOUNT Andy Jassy, CEO of Amazon, speaking with CNBC at the World Economic Forum in Davos, Switzerland, Jan. 20, 2026. CNBC Amazon has agreed to invest up to $25 billion in Anthropic, on top of the $8 billion that it's poured into the artificial intelligence startup in recent years, as part of an expanded agreement to build out AI infrastructure. In the announcement on Monday, Anthropic said it's committed to spend more than $100 billion on Amazon Web Services technologies over the next 10 years, including current and future generations of Trainium, Amazon's custom AI chips. Anthropic said it's secured up to 5 gigawatts of capacity for training and deploying its Claude AI models. "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," Amazon CEO Andy Jassy said in a statement. Amazon's investment includes $5 billion into Anthropic now, with up to $20 billion in the future tied to "certain commercial milestones," according to a release. The initial investment is at Anthropic's latest valuation of $380 billion. Anthropic said in the release that it will bring nearly 1 gigawatt total of Trainium2 and Trainium3 capacity online by the end of the year. With all of the major hyperscalers competing to build out AI capacity as quickly as possible, Amazon said in February that it expects to shell out roughly $200 billion this year on capital expenditures, mostly on AI infrastructure. Read more CNBC tech news Anthropic's Dario Amodei to meet with White House about Mythos AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks Nvidia AI chip rivals attract record funding as competition heats up TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies Amazon's inv...