2026-04-20, compute commitment
Disclosed: $100bn
Committed: undisclosed
Basis: announced ceiling
Confidence: high
Term: 10 years
Anthropic, 2026-04-20
Anthropic committed more than 100 billion US dollars over ten years to AWS technologies, securing up to 5 gigawatts of new capacity including Trainium.
amazon>openai>microsoft>anthropic
OpenAI announced a $250B compute commitment to Microsoft on 2025-10-28, and Microsoft an equity investment of up to $5B in Anthropic on 2025-11-18. Amazon announced $50B of equity in OpenAI on 2026-02-27, and Anthropic a $100B compute commitment to Amazon over ten years on 2026-04-20. All four figures are announced ceilings; the committed amounts are undisclosed.
Closed on 2026-04-20
amazon>openai>oracle>nvidia>anthropic
Oracle's GPU purchase from NVIDIA was reported at $40B on 2025-05-23. OpenAI's compute commitment to Oracle was put at a $300B ceiling over five years on 2025-09-23; NVIDIA announced up to $10B of equity in Anthropic on 2025-11-18, Amazon $50B of equity in OpenAI on 2026-02-27, and Anthropic a $100B compute commitment to Amazon on 2026-04-20. No committed amount is disclosed.
Closed on 2026-04-20