{"id":10451,"date":"2026-04-21T14:43:09","date_gmt":"2026-04-21T14:43:09","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/10451\/"},"modified":"2026-04-21T14:43:09","modified_gmt":"2026-04-21T14:43:09","slug":"what-wall-street-is-saying-about-amazons-deepening-ties-with-anthropic","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/10451\/","title":{"rendered":"What Wall Street is saying about Amazon’s deepening ties with Anthropic"},"content":{"rendered":"\n

Amazon (AMZN<\/a>) and Anthropic (ANTH.PVT<\/a>) are even more tied at the hip as both seek supremacy in the race to build out artificial intelligence infrastructure.<\/p>\n

The ties between Amazon and Anthropic deepen: Amazon Web Services (AWS), Amazon’s cloud computing business, has committed to supplying Anthropic with up to 5 gigawatts of capacity across Trainium 2, 3, and 4+ chips. Anthropic said it would spend $100 billion-plus on AWS over the next 10 years. Additionally, Amazon announced plans to invest an incremental $5 billion, and up to an additional $20 billion tied to commercial milestones, into Anthropic. Amazon previously invested $8 billion into Anthropic in late 2023<\/a>.<\/p>\n

What Wall Street is saying about the Amazon-Anthropic relationship: Wall Street is banking on a big boost in AWS’s growth rate in the coming quarters, fueled by Anthropic’s computing needs and those of others playing in the AI boom.<\/p>\n

“We are incrementally positive on our AWS revenue projections, whereby we project AWS revenue growth of +37% year over year in 2027, which includes a conservative projection of $31 billion in Anthropic revenue, particularly given Anthropic’s $30 billion annual revenue rate as of late March and its 100,000 plus customers building with Claude on AWS,” Citi analyst Ron Josey wrote in a note.<\/p>\n

The tone is similar at KeyBanc.<\/p>\n

“We believe AWS [Amazon Web Services] is benefiting from a combination of capacity gains, AI diffusion, and client expansion,” KeyBanc analyst Justin Patterson wrote in a note on Monday. “Anthropic has been a long-standing AWS customer, and its rapid growth in annual recurring revenue (from $9 billion in December 2025 to $30 billion in early April 2026) provides a meaningful tailwind to AWS growth (we assume AWS is about 60% of Anthropic spend).”<\/p>\n

What Yahoo Finance is hearing about Amazon’s stock right now: It’s hard to find a bear on Amazon at the moment, especially as the stock has roared 21% over the past month.<\/p>\n

So here is the general vibe on Amazon from the bull community: “I think that Amazon really chose the right horse to back in the AI races. Amazon and Anthropic are sort of directly in competition with the Microsoft and OpenAI partnership, and I think right now AWS and Anthropic are winning that battle,” Sevens Report Research founder Tom Essaye said on Yahoo Finance’s Opening Bid<\/a> (see video above). “This [Anthropic] has injected a massive stimulus into that AWS business and it’s only continuing to grow. So look, it’s not like as Anthropic goes Amazon goes, but Anthropic is providing an important boost.”<\/p>\n","protected":false},"excerpt":{"rendered":"Amazon (AMZN) and Anthropic (ANTH.PVT) are even more tied at the hip as both seek supremacy in the…\n","protected":false},"author":2,"featured_media":10452,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[321,1395,53],"class_list":{"0":"post-10451","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-anthropic","8":"tag-amazon","9":"tag-amazon-web-services","10":"tag-anthropic"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/10451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=10451"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/10451\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/10452"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=10451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=10451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=10451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}