AMZN
Another giant check, because apparently the first ones weren’t giant enough
Amazon is reportedly deepening its partnership with Anthropic with a $5 billion investment. Translation: AWS isn’t just renting out cloud servers and calling it a day — it’s trying to become the power outlet for the AI boom.
Why you should care
If you own AMZN, this is less about a single splashy headline and more about Amazon quietly locking in a heavyweight customer for its cloud business. Anthropic needs serious compute. Amazon has serious compute. That combo is basically peanut butter and jelly, except the peanut butter costs billions.
The AI arms race keeps getting expensive
The bigger picture is that the AI winners may not just be the model builders. They may also be the companies selling the shovels, GPUs, and cloud infrastructure. And Amazon clearly doesn’t want to sit on the sidelines while Microsoft and Google hog the spotlight.
- More AI spend can support AWS demand
- A deeper Anthropic relationship strengthens Amazon’s position in enterprise AI
- But it also means Amazon keeps writing very large checks in a very expensive race
Big picture: Amazon is betting that if AI is the next internet, AWS wants to be the landlord.