This article first appeared on GuruFocus.
Sep 4 – Amazon (NASDAQ:AMZN) stock ticked 3.5% higher on Thursday as its artificial intelligence partnership with Anthropic fuels new growth opportunities. The e-commerce and cloud giant is investing heavily in data center expansion and its in-house Trainium chips, both of which are central to Anthropic’s AI development.
Industry publication SemiAnalysis reports Amazon Web Services is building three massive data center campuses for Anthropic with a combined capacity near 1.3 gigawatts, intended to support large-scale training runs.
Those sites should host one of the largest deployments of AWS’s Trainium2 chips yet, purpose-built and tuned for Anthropic’s large language models. Exact chip totals remain unconfirmed; some industry reports put the Indiana Project Rainier site at roughly 640,000 Trainium2 accelerators, a scale that would already rank among the largest non-Nvidia AI clusters. The buildout underscores Amazon’s push to broaden in-house AI infrastructure and lessen reliance on Nvidia GPUs while positioning AWS as a major AI training provider.
Analysts see this as a potential boost to Amazon’s revenue growth. Barclays analyst Ross Sandler highlighted Anthropic’s enterprise-focused business model as a differentiator from rival OpenAI, which leans on consumer subscriptions. The tie-up underscores Amazon’s push to reduce reliance on Nvidia while positioning AWS as a key AI infrastructure provider.