Amazon (AMZN) Invests $25 Billion in Anthropic AI Partnership

Amazon (AMZN) announced a plan to invest up to $25 billion in Anthropic, which includes a $5 billion initial investment and $20 billion contingent on commercial milestones. This builds on a previous $8 billion investment. In return, Anthropic will allocate over $100 billion to Amazon Web Services (AWS) over the next decade. AWS revenue surged 24% year over year to $35.6 billion in Q4 2025, and this deal is expected to further strengthen AWS's growth. Amazon aims to leverage Anthropic's investment to utilize its custom silicon technology at scale.