Amazon.com Inc. AMZN is considering an additional multibillion-dollar investment in Anthropic to deepen its strategic artificial intelligence partnership.
What Happened: The potential deal would extend Amazon’s existing $8 billion commitment to the San Francisco-based AI model builder. The Financial Times reported, citing sources.
The investment would position Amazon to remain among Anthropic’s largest shareholders alongside Alphabet Inc. GOOGL GOOG, which has invested over $3 billion in the company.
Amazon executives view the partnership as a critical bulwark against the Microsoft Corp. MSFT and OpenAI alliance, which has dominated early AI commercialization efforts through a $14 billion investment.
“We quickly realized that we had many shared goals that were fundamentally critical,” said Dan Grossman, Amazon’s vice president of worldwide corporate development. “The size of the [existing investment] represents our ambition.”
Amazon’s “fair value” stake in Anthropic is approximately $13.8 billion, according to regulatory filings. The investment structure uses convertible notes with caps preventing either Amazon or Google from owning more than one-third of the company.
Amazon and Anthropic did not immediately respond to Benzinga's request for comment.
See Also: Apple’s Data Center Chief Joins OpenAI As Sam Altman, Jony Ive Team Up In $6.4 Billion ‘io’ Deal
Why It Matters: The partnership extends beyond financial backing into operational integration. Amazon outlined plans for “Project Rainier,” a massive data center initiative in New Carlisle, Indiana, designed to power Anthropic’s computing needs. The facility will draw 2.2 gigawatts when completed, surpassing Oracle Corp.‘s ORCL 1.2-gigawatt campus for OpenAI in Texas.
The investment comes as AI competition intensifies across the technology sector. Elon Musk‘s xAI recently launched Grok 4, claiming “PhD-level” capabilities that outperform competitors, including Anthropic’s Claude models.
Meanwhile, Perplexity AI launched its Comet browser after Google Chrome rejected its offer to become a default search engine option.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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