Anthropic与Amazon扩大合作，承诺投入超千亿美元获取5吉瓦算力

2026-04-20 00:00·74天前

AI 摘要

Anthropic与Amazon签署十年协议，承诺向AWS投入超1000亿美元以获取高达5吉瓦算力，用于Claude训练与部署。Amazon追加投资50亿美元（未来可达200亿美元），新容量包括上半年上线的Trainium2及2026年底前部署的近1GW Trainium2与Trainium3。Claude Platform将直接集成AWS，目前超10万客户通过Bedrock使用Claude，Anthropic年化收入已突破300亿美元。

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Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute

We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026.

We have worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. Together we launched Project Rainier, one of the largest compute clusters in the world, and we currently use over one million Trainium2 chips to train and serve Claude. Today’s agreement expands our collaboration in three ways.

Infrastructure at scale. We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. The commitment spans Graviton and Trainium2 through Trainium4 chips, with the option to purchase future generations of Amazon’s custom silicon as they become available.

Significant Trainium2 capacity is coming online in Q2 and scaled Trainium3 capacity is expected to come online later this year. Anthropic will also use incremental capacity for Claude in Amazon Bedrock. The agreement includes expansion of inference in Asia and Europe to better serve Claude’s growing international customer base. We continue to choose AWS as our primary training and cloud provider for mission-critical workloads.

“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand,” said Andy Jassy, CEO of Amazon. “Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI.”

Claude Platform on AWS. The full Claude Platform will be available directly within AWS. Same account, same controls, same billing, with more Claude Platform features and no additional credentials or contracts necessary. This gives organizations direct access to Claude while meeting their existing governance and compliance requirements. Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: AWS (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry). Claude Platform on AWS is coming soon. Reach out to your account team to request access.

Anthropic：Newsroom（网页）

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Anthropic与Amazon扩大合作，承诺投入超千亿美元获取5吉瓦算力

2026-04-20 00:00·74天前

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AI 摘要

原文 · 保持原样，未翻译

Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute