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Amazon To Invest Up To Another $25 Billion In Anthropic (cnbc.com) 28

Posted by BeauHD from the spending-spree-continues dept.
Amazon is expanding its Anthropic partnership with a deal to invest up to another $25 billion, while Anthropic commits to spending more than $100 billion on AWS infrastructure over the next decade to power Claude. "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. CNBC reports: 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.

Amazon To Invest Up To Another $25 Billion In Anthropic More | Reply

Amazon To Invest Up To Another $25 Billion In Anthropic

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  • Round and round the investment scam goesâ¦when this bubble bursts, nobody knows.

    • Re:Round and round (Score:5, Interesting)

      by martin-boundary ( 547041 ) on Tuesday April 21, 2026 @07:49AM (#66104744)
      Fairly soon after the oil price goes through the roof, I'd say. Because when there are no customers willing to open their wallets for AI toy products, the illusion of an endless source of revenue as big as the whole economy of the world will come crashing down. Bonus points if anyone prosecutes the cashed up insider traders.

      • Re: (Score:2)

        by gweihir ( 88907 )

        Indeed. I also recently talked to some people that successfully do LLM supported software development. The skills and additional effort needed is pretty impressive. They think that they can keep code quality up, but they do not save a lot and they need their best people more than ever. If LLMs were realistically priced, they may not save much anymore, maybe nothing.

        The bubble will burst when investors stop throwing money at the large LLM companies because money with no chance ever of recovering the investme

  • Oh come on! (Score:3, Funny)

    by SumDog ( 466607 ) on Tuesday April 21, 2026 @07:27AM (#66104716) Homepage Journal
    We're never going to get affordable RAM again, are we?

  • Anthropic vs. MacOS (Score:4, Interesting)

    by gtall ( 79522 ) on Tuesday April 21, 2026 @08:00AM (#66104756)

    According to https://www.theregister.com/20... [theregister.com]:

    "Yet Anthropic's Claude Desktop for macOS installs files that affect other vendors' applications without disclosure, even before those applications have been installed, and authorizes browser extensions without consent."

    • Re: (Score:1)

      by SumDog ( 466607 )
      Guess Apple's entire developer verification process is shit.

    • Re: (Score:2)

      by Himmy32 ( 650060 )

      The point of a "Desktop Client" is to hookup the model to the contents of your local computer. No one should be surprised that it tries to put it's tentacles out when that's basically the value add of the local client.

      If there's really a need for a local client, something like Chatbox [github.com] which can connect out to most providers, is GPLv3, auditable, and keeps data local is the way to go.

  • Anthropic is the one that seems to deliver something more useful than just a lame chatbot. I will not be surprised when the bubble bursts and herd is thinned that that it will be the likes of Grok and OpenAI that die first - they're useless outside of themselves and neither has other products & services that could cushion the cash cost required to sustain them.

    • Re:Out of all the AI startups (Score:4, Interesting)

      by clifwlkr ( 614327 ) on Tuesday April 21, 2026 @09:53AM (#66104944)
      I take it you have never actually used the codex model then? It generates better structured and more intelligent code than Claude Opus 4.6, using significantly less tokens. Last year, Cursor was the darling of everyone and going to vibe code its way to the top. This market is far from decided....

      • Re: (Score:2)

        by DrXym ( 126579 )
        That doesn't appear to be the consensus of people using these models but okay. More to the point, companies which are late to the party are at a major disadvantage as evidenced by Anthropic securing massive funding from Amazon.
        • You have to keep up, this is all new and unfolding right now.... It changes fast in this space and the people getting the best results use a combination of Codex and Opus 4.6, while Opus 4.7 so far is considered a flop. More tokens for less performance in the real world.

      • Re: (Score:2)

        by gweihir ( 88907 )

        You do understand that vibe "coding" is not coding and does not produce production quality, right? It is somewhat useful for mock-ups, but that is it.

        • Read that with a sarcastic tone..... I am very much not a vibe coder given my 43 years of experience in the software industry.... I spend a lot of time working with my engineers to find the correct balance between the advantages AI coding can bring, vs the reality of what will happen down the road in production if you aren't careful.

    • Re: (Score:2)

      by gweihir ( 88907 )

      Having had a look at the flawed benchmarks and meaningless stunts that Anthropic uses to justify their claims as to the secure coding "skills" of their toy, I do not think they stand much of a chance either. They may just die a bit later.

  • If you think about it... (Score:5, Informative)

    by Pseudonymous Powers ( 4097097 ) on Tuesday April 21, 2026 @09:06AM (#66104830)
    ...EVERYbody is investing UP TO 25 billion dollars in Anthropic. Because "up to" includes zero dollars.

    • Re: (Score:2)

      by Himmy32 ( 650060 )
      But everybody hasn't started with giving them 5 billion off the bat with concrete terms of future investment.

  • This is just to pump the stock... (Score:3)

    by MikeDataLink ( 536925 ) on Tuesday April 21, 2026 @09:56AM (#66104954) Homepage Journal

    It's really just a 25% discount on hosting, framed as an investment to make Amazon stock go up.

    • Re: (Score:2)

      by gweihir ( 88907 )

      Yes. They all are drunk on the money-flows and have completely forgotten that strategic survival is a thing.

  • where Amazon gives anthropc X ammounts in AWS credits, and thus can book X amount as AI investment. and turns arround to kook the same X as future committed revenue from AWS.? If it is it's pro level double dipping. Let's hope the investors won't be fooled a tells Amazon to drop thi AI shite

  • oil was not valued as this but we depend on it

    $25 Billion In Anthropic is hubris

    we do not depend on it (yet) invest in what you know and get of the plane that depends on oil...

    get over yourself

  • 25 billion could build a domestic memory fabrication plant. I checked what % is made in Korea and found out WHAT THE FUCK, Micron and Western Digital are both US-based and make a huge percentage of memory. So tell those assholes they're building an expansion and this is not up for debate. The entire world cannot afford $3000 laptops on top of +$2 a gallon gas at every company everywhere. There are zero companies that do not use computers. WTF? This is worse than tariffs and nobody is doing anything but mak
  • Or is it just shuffling the same pot of money around once more.

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