Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch
Amazon has made another circular AI deal: It's investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.
techcrunch.com
"Anthropic, for its part, has agreed to spend over $100 billion on AWS over the next 10 years, obtaining up to 5 GW of new computing capacity to train and run Claude. At the heart of this deal is Amazon’s custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available"
AI circular financing = semis industry's Golden age. those money gonna buy so much chips.
