Amazon expands Anthropic partnership with $100B cloud deal and $25B investment

Why this matters

• → Amazon commits $125B to Anthropic, making it the largest AI infrastructure deal and signaling major bet on Claude as competitive alternative to OpenAI.
• → Deal includes $100B cloud credit commitment over time, locking in long-term revenue for Amazon Web Services while securing preferred access to Anthropic's models.
• → Intensifies AI arms race as tech giants compete for frontier model dominance and cloud infrastructure lock-in.