Summary
Anthropic said it will spend more than $100 billion over ten years on AWS infrastructure and secure up to 5GW of capacity for training and deploying Claude. The deal stretches from Trainium2 through Trainium4 and includes added inference capacity in Asia and Europe.
What changed
Anthropic expanded its AWS relationship into a quantified long-term compute deal covering up to 5GW of capacity, Trainium2 through Trainium4 roadmap access, and broader regional inference expansion.
Why it matters
This is one of the clearest public infrastructure commitments from a frontier-model vendor. It gives enterprises a stronger read on Anthropic's capacity outlook while also underscoring how tightly Claude's scale path is now linked to AWS and Trainium.
Evidence excerpt
Anthropic says the agreement secures up to 5GW of capacity for training and deploying Claude, with significant Trainium2 capacity in the first half of 2026 and scaled Trainium3 later this year.