Anthropic has signed a new agreement with Amazon that deepens the existing partnership and secures up to 5 gigawatts (GW) of capacity for training and deploying Claude. This includes new Trainium2 capacity coming online in the first half of 2026 and nearly 1GW total of Trainium2 and Trainium3 capacity expected by the end of 2026.
Anthropic has worked closely with Amazon since 2023, and over 100,000 customers now run Claude on Amazon Bedrock. Together they launched Project Rainier, one of the largest compute clusters in the world, and Anthropic currently uses over one million Trainium2 chips to train and serve Claude. The new agreement expands the collaboration in three key areas.
Infrastructure at scale. Anthropic is 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 in 2026. 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. Anthropic continues to choose AWS as its primary training and cloud provider for mission-critical workloads.
Andy Jassy, CEO of Amazon, noted that Amazon's custom AI silicon offers high performance at significantly lower cost, which drives strong demand. He stated that Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress made together on custom silicon.
Claude Platform on AWS. The full Claude Platform will be available directly within AWS - same account, same controls, same billing - with additional Claude Platform features and no extra credentials or contracts required. This gives organizations direct access to Claude while meeting existing governance and compliance requirements. Claude remains the only frontier AI model available 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.
Continued investment. Amazon is investing $5 billion in Anthropic as part of this announcement, with up to an additional $20 billion in the future. This builds on the $8 billion Amazon had previously invested.
Dario Amodei, CEO and co-founder of Anthropic, said that users increasingly describe Claude as essential to how they work, and the company needs to build the infrastructure to keep pace with rapidly growing demand. He added that the collaboration with Amazon will allow Anthropic to continue advancing AI research while delivering Claude to customers, including the more than 100,000 building on AWS.
Addressing Record Demand
Enterprise and developer demand for Claude has accelerated in 2026, alongside a sharp rise in consumer usage across the free, Pro, and Max tiers. Anthropic's run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025. Growth at this pace has placed strain on infrastructure; in particular, unprecedented consumer growth has impacted reliability and performance for free, Pro, Max, and Team users, especially during peak hours.
The new agreement will quickly expand 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 Anthropic's diversified hardware strategy - with workloads spread across a range of chips - the company is building the infrastructure needed to keep Claude at the frontier and reliably serve its growing customer base.