AnthropicとAmazon、最大5ギガワットの新たなコンピュート供給で提携を拡大

We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026.

We have worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. Together we launched Project Rainier, one of the largest compute clusters in the world, and we currently use over one million Trainium2 chips to train and serve Claude. Today’s agreement expands our collaboration in three ways.

Infrastructure at scale. We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. The commitment spans Graviton and Trainium2 through Trainium4 chips, with the option to purchase future generations of Amazon’s custom silicon as they become available.

Significant Trainium2 capacity is coming online in Q2 and scaled Trainium3 capacity is expected to come online later this year. Anthropic will also use incremental capacity for Claude in Amazon Bedrock. The agreement includes expansion of inference in Asia and Europe to better serve Claude’s growing international customer base. We continue to choose AWS as our primary training and cloud provider for mission-critical workloads.

“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand,” said Andy Jassy, CEO of Amazon. “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.”

Claude Platform on AWS. The full Claude Platform will be available directly within AWS. Same account, same controls, same billing, with more Claude Platform features and no additional credentials or contracts necessary. This gives organizations direct access to Claude while meeting their existing governance and compliance requirements. Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: AWS (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry). Claude Platform on AWS is coming soon. Reach out to your account team to request access.

Continued investment. Amazon is investing $5 billion in Anthropic today, with up to an additional $20 billion in the future. This builds on the $8 billion Amazon has previously invested.

“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,” said Dario Amodei, CEO and co-founder of Anthropic. “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.”

Meeting record demand

Enterprise and developer demand for Claude has accelerated in 2026, and alongside it we have experienced a sharp rise in consumer usage across our free, Pro, and Max tiers. Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025. Growth at this pace places an inevitable strain on our infrastructure; our unprecedented consumer growth, in particular, has impacted reliability and performance for free, Pro, Max, and Team users, especially during peak hours.

Today’s agreement will quickly expand our available capacity, delivering meaningful compute in the next three months and nearly 1GW in total before the end of the year. Combined with additional capacity expansions and our diversified hardware strategy, with workloads spread across a range of chips, we are building the infrastructure needed to keep Claude at the frontier and reliably serve our growing customer base.

To learn more about Anthropic on AWS, visit: https://aws.amazon.com/bedrock/anthropic/.

*Updated April 21st to clarify Claude Platform on AWS is coming soon.*

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