Anthropic and AWS: A $100B Bet on Compute as Strategy
Amazon’s $5 billion investment in Anthropic comes with a striking counterweight: a commitment to spend more than $100 billion on AWS over the coming decade. The deal reflects a deeper shift in AI, where access to large-scale compute is becoming the defining constraint. Capital is no longer just funding innovation; it is securing infrastructure, binding model labs and cloud providers into long-term, mutually dependent relationships.