Compute · the Ledger · Capacity contract
Anthropic commits more than $100B over ten years to AWS for up to 5 GW; Amazon invests $5B now and up to $20B more
Signed · announced 20 Apr 2026 · the week to 24 Apr 2026
- Size
- $100B
- Power
- 5 GW
- Term
- 10 years
'More than $100 billion' over ten years (a floor). Equity: $5B now plus up to $20B on milestones.
The parties
- Anthropiccompany pageBuyer
- Amazon Web Servicescompany pageProvider
- Amazoncompany pageInvestor
The source
Anthropic announcement, 2026-04-20Company press release
Nearly 1 GW of Trainium2/Trainium3 online by end-2026. Builds on $8B Amazon invested earlier ($4B announced 2023-09-25, $4B on 2024-11-22). Accelerator as stated: AWS Trainium2-4.
The same parties, other deals
- Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%$11.6B · 24 Sept 2026
- Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
- Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
- Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
- Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026
- Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with Googleundisclosed · 6 Apr 2026