
Holy: Anthropic just secured up to 5 gigawatts of compute capacity through an expanded deal with Amazon. To put that in perspective: 5GW is roughly the equivalent of 5 nuclear power plants. Microsoft's entire global data center footprint was estimated at 5-6GW in 2024. But the numbers behind the deal are even more staggering: - $100B+ committed to AWS over the next decade - Amazon investing another $5B today, with up to $20B more to come - Anthropic's run-rate revenue has tripled from ~$9B (end of 2025) to over $30B (you probably know that already) - Over 1 million Trainium2 chips already in use - Claude Platform coming directly to AWS, same account, same billing Anthropic also openly acknowledged that consumer demand has been straining their infrastructure. This deal is their answer.


















