Artificial intelligence company Anthropic has just announced a large-scale investment agreement with Amazon, marking a strategic step in the global AI infrastructure race.
Accordingly, Amazon will pour an additional 5 billion USD into Anthropic, raising the total investment to 13 billion USD.
In return, Anthropic commits to spending more than $100 billion on Amazon Web Services cloud service within 10 years. This huge spending is aimed at ensuring the company has enough computing capacity to train and operate AI models, including the Claude product line.
The noteworthy point of the agreement lies in the fact that Anthropic will use custom chips developed by Amazon, such as Graviton and especially Trainium, which are AI accelerator chips that directly compete with Nvidia's products.
The two sides have also planned to deploy new generations of chips such as Trainium2 to Trainium4, although some versions are still under development.
This agreement is not only about investing money, but also a form of "service exchange", in which most of the value comes from Anthropic's commitment to using Amazon's cloud infrastructure for a long time.
A similar model has appeared in recent major deals in the AI industry, reflecting the trend of technology corporations being both investors and infrastructure providers.
Observers believe that the moves of Amazon and Anthropic show that the competition for computing power is becoming fierce.
In the context of increasingly developing AI, access to large-scale computing resources can become a decisive factor in the position of companies.
Some sources also said that Anthropic is being offered capital by investors with valuations that could exceed 800 billion USD. If realized, this will be one of the largest deals in the history of the technology industry.
