Amazon nabs Anthropic with $5B investment, 5GW compute

This is Amazon's aggressive play to vertically integrate with the leading OpenAI competitor on its own custom silicon. Securing 5GW of compute capacity signals a massive scale-up intended to power the next generation of Claude models beyond current benchmarks. Anthropic’s $100B commitment to AWS over 10 years deepens the reliance on Trainium chips, moving away from NVIDIA's stranglehold. The leap in revenue run-rate from $9B to $30B in mere months validates the astronomical scale of this strategic investment. "Project Rainier," leveraging one million Trainium2 chips, is Amazon's direct architectural counter to Microsoft and OpenAI's reported "Stargate" supercomputer.