Amazon.com expanded its partnership with artificial intelligence firm Anthropic through an additional $25 billion investment. This deal secures a commitment from Anthropic to spend over $100 billion on Amazon Web Services (AWS). The spending commitment spans the next decade for cloud and custom chip capacity.
The agreement positions Amazon as a primary infrastructure provider for the generative AI sector. AWS remains the company's main earnings driver as AI demand increases.
Amazon plans to spend approximately $200 billion on total capital expenditures. This investment focuses largely on developing AI infrastructure.