Amazon (Anthropic stake + Trainium)
Andy Jassy (CEO); Anthropic stake is a corporate strategic investment, compute via AWS.
Amazon mirrors Alphabet's playbook on its own silicon: an $8B (and growing) Anthropic stake paired with AWS Trainium chips. Anthropic is Amazon's anchor Trainium customer — Project Rainier, a ~$8B cluster of nearly 500,000 Trainium2 chips, was the world's largest AI cluster at launch, and Anthropic has committed >$100B to AWS over ten years for up to 5GW of new capacity. The stake exists to validate and fill Trainium capacity against Nvidia.
Top holdings
$8B in to date; April 20, 2026 agreement to invest up to an additional $25B as part of the infrastructure deal.
>$100B / 10yr commitment — Anthropic uses >1M Trainium2 chips; Project Rainier (~500k Trainium2, ~$8B) was world's largest AI cluster at launch. Up to 5GW new capacity; ~1GW Trainium2/3 online by end-2026.
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