Dive Brief:
- Amazon is investing another $4 billion in Anthropic as part of an expanded partnership to deepen collaboration on hardware, software and customizable AI tools, the two companies said Friday.
- The expansion brings Amazon’s total Anthropic investment to $8 billion, though the tech giant maintains a minority investor position and remains Anthropic’s primary cloud and training partner. The two organizations have worked on developing and optimizing future generations of AWS’ Trainium accelerators. Claude models are also available in Amazon Bedrock, enabling companies to fine-tune and customize applications.
- “By combining Anthropic’s expertise in frontier AI systems with AWS’s world-class infrastructure, we’re building a secure, enterprise-ready platform that gives organizations of all sizes access to the forefront of AI technology,” the companies said.
Dive Insight:
Amazon and Anthropic are strengthening their alliance less than two months after the initial investment and agreement was cleared by U.K. regulators following a preliminary investigation to discern whether the partnership constituted a merger under the country's laws.
Amazon gained its minority ownership position in the AI startup in March after paying the final installment on a $4 billion investment announced in September. Tens of thousands of companies are using Claude models via Amazon Bedrock’s cloud environment, according to the Friday announcement.
Pfizer and the European Parliament are among the organizations that have adopted Claude models. The pharmaceutical company has trimmed tens of millions in operational costs using Anthropic’s models, according to the release. The European Parliament used Claude to power a chatbot that analyzes 2.1 million official documents and translates content, the vendor said.
While generative AI interest was spurred by OpenAI’s ChatGPT, the vendor landscape has since expanded and Anthropic is positioned among the top competitors. Anthropic has worked to stand out in a crowded ecosystem.
Anthropic launched an enterprise version of its Claude tool in September and has focused its messaging on safety, security and responsibility. The company doubled its enterprise market share from 12% to 24% this year, according to a Menlo Ventures report published this week.
“This has been a year of breakout growth for Claude, and our collaboration with Amazon has been instrumental in bringing Claude's capabilities to millions of end users across tens of thousands of customers on Amazon Bedrock," Dario Amodei, co-founder and CEO of Anthropic, said in a release.
