Anthropic commits over $100B to AWS as IPO prospectus prepares to reveal deal details

Anthropic has pledged more than $100 billion to Amazon Web Services over the next decade, a cloud computing commitment so large it would rank among the biggest enterprise technology contracts ever signed. In return, the Claude AI maker gets access to up to 5 gigawatts of enhanced compute capacity, powered by Amazon’s custom Trainium2 through Trainium4 chips alongside Graviton processors. The deal’s full financial architecture is expected to become public when Anthropic’s IPO prospectus drops, likely shortly after Labor Day. The company confidentially filed a draft S-1 registration statement with the SEC on June 1, setting up a potential market listing by late September or October. A revenue trajectory that rewrites the growth playbook Anthropic’s financials have entered a different atmosphere. By the end of July, the company’s annualized revenue run rate surpassed $65 billion, up from roughly $9 billion at the start of the year. Amazon has skin in this game far beyond a standard cloud customer relationship. The e-commerce giant made an immediate $5 billion investment in Anthropic on April 20, building on a previous $8 billion stake. That figure could swell by up to an additional $2...