On April 21, Amazon rose 3.05% pre-market, trading at $255.9 per share, with trading volume of approximately $109.8 million. The rally was driven by the announcement of a landmark deal with AI company Anthropic, significantly expanding their strategic partnership.
According to the agreement, Amazon will immediately invest an additional $5 billion in Anthropic, the creator of the Claude AI model, with up to $200 billion in follow-on investment contingent upon certain commercial milestones being achieved. Amazon had previously invested $8 billion in the company. In return, Anthropic has committed to spending over $100 billion on AWS computing resources over the next decade, encompassing current and future generations of Trainium AI chips and tens of millions of Graviton CPU cores. Anthropic will also gain access to up to 5 gigawatts of computing capacity for training and deploying its Claude models.
The deal comes as Anthropic faces significant compute bottlenecks, with its Claude service recently experiencing outages and throttling. With Anthropic's annualized revenue surpassing $30 billion and an IPO planned, this agreement marks a deepening of the \"model company plus cloud provider\" integration model that Wall Street is closely watching.
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