cloud
Seattle, United States
Amazon operates e-commerce, logistics and cloud computing businesses, including the Amazon Web Services cloud platform.
| Instrument | Committed out | Committed in |
|---|---|---|
| compute commitment | $0 | $0 |
| equity | $7.8bn | $0 |
| Date | Direction | Instrument | Disclosed | Committed | Basis | Source |
|---|---|---|---|---|---|---|
| 2023-09-25 | out | equity | $4bn | $0 | announced ceiling | 2023-09-25-amazon-anthropic-equity (source) |
| 2024-03-27 | out | equity | $2.8bn | $2.8bn | tranche | 2024-03-27-amazon-anthropic-equity (source) |
| 2024-11-22 | out | equity | $4bn | $0 | announced ceiling | 2024-11-22-amazon-anthropic-equity (source) |
| 2024-11-22 | in | compute commitment | $0 | $0 | announced ceiling | 2024-11-22-anthropic-amazon-compute_commitment (source) |
| 2025-11-03 | in | compute commitment | $38bn | $0 | announced ceiling | 2025-11-03-openai-amazon-compute_commitment (source) |
| 2026-02-27 | out | equity | $50bn | $0 | announced ceiling | 2026-02-27-amazon-openai-equity (source) |
| 2026-02-27 | in | compute commitment | $100bn | $0 | announced ceiling | 2026-02-27-openai-amazon-compute_commitment (source) |
| 2026-04-20 | out | equity | $25bn | $5bn | tranche | 2026-04-20-amazon-anthropic-equity (source) |
| 2026-04-20 | in | compute commitment | $100bn | $0 | announced ceiling | 2026-04-20-anthropic-amazon-compute_commitment (source) |
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
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