Amazon recently announced it was making another $5 billion investment, with the possibility of buying an additional $20 billion stake down the road. Both companies will benefit from the partnership, no doubt, but one company clearly has more to gain.<\/p>\n
![\"Amazon's](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/04\/57dcffb878ea930bfb17bbf1100b2823.png\")
Image source: The Motley Fool. <\/p>\n
As part of the deal, Anthropic will secure up to 5 gigawatts (GW) of current and future computing capacity through Amazon’s Trainium AI chips.<\/p>\n
Anthropic has run into supply issues (which turn into speed issues) as its tools have become more popular and demand has skyrocketed, so more capacity will allow it to keep pace and cut back on some of the usage restrictions it has put in place.<\/p>\n
On Amazon’s end, it will receive more than $100 billion in guaranteed revenue over the next decade.<\/p>\n
We won’t have much insight into Anthropic’s finances before its IPO<\/a>, but a commitment this large signals that the company is growing at an extremely fast rate and expects that growth to continue for quite a while.<\/p>\n If I had to choose the “winner” out of this deal, it would be Amazon. By investing $5 billion in Anthropic, it secured a $100 billion spending commitment, a high-level customer to help validate its new AI chips, and a likely lucrative payday when Anthropic goes public.<\/p>\n The spending commitment is pretty straightforward, but an underrated part of the deal is that Anthropic is using Amazon’s AI chips. Right now, Nvidia has a relative stranglehold on the AI chip industry<\/a>, and it has used that advantage to charge a premium for its chips. If Amazon’s chips prove effective, they could be a reliable (and potentially cheaper) alternative to Nvidia’s chips.<\/p>\n If a company like Anthropic — which has top-tier AI models and huge computing needs — can run its workloads on Amazon’s chips, almost any other customer should be able to as well.<\/p>\n Regarding Amazon’s potential payday when Anthropic goes public, various sources speculate that it owns a mid-teens percentage of the AI company, but there’s no way yet for outsiders to know precisely the size of its stake. But with some projecting Anthropic will be valued at as much as $800 billion in its IPO, Amazon will surely come away with a hefty return on its investment.<\/p>\n Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n On rare occasions, our expert team of analysts issues a \u201cDouble Down\u201d stock<\/a> recommendation\u00a0for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n Nvidia:\u00a0if you invested $1,000 when we doubled down in 2009,\u00a0you\u2019d have $517,839!*<\/p>\n Apple: if you invested $1,000 when we doubled down in 2008, you\u2019d have $52,066!*<\/p>\n Netflix: if you invested $1,000 when we doubled down in 2004, you\u2019d have $500,572!*<\/p>\n Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, available when you join\u00a0Stock Advisor, and there may not be another chance like this anytime soon.<\/p>\n See the 3 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of April 20, 2026<\/p>\n Stefon Walters<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n