The battle for dominance in the artificial intelligence track has escalated again. Amazon recently announced an additional $5 billion investment in the AI startup Anthropic, bringing its total investment to $130 billion.

As part of this deep collaboration, Anthropic has pledged to invest over $100 billion in Amazon Web Services over the next decade. This substantial amount of money will be used to acquire up to 5 gigawatts of new computing power to support the development of its core model, Claude.

Partnership Handshake Business (2)

Deep Integration at the Hardware Level

Notably, the core of this agreement lies in Amazon's self-developed custom chips. Anthropic plans to use these chips to train and run its large-scale AI system.

Their collaboration covers a range of hardware, from low-power processors to high-performance accelerators. Even the next-generation chip iterations that have not yet been released have already been included in Anthropic's purchase list.

The Capital Surge in the AI Track

This deal is not an isolated case; previously, Amazon had also invested in the parent company of ChatGPT using a similar structure. This model of combining infrastructure services with direct investments has become the new norm in the competition among giants.

Currently, the valuation of Anthropic in the venture capital market has soared to an astonishing $800 billion. With the influx of new funds, the competition for computing power and model sovereignty has entered a feverish stage.