Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute
Anthropic and Amazon expand collaboration for up to 5 gigawatts of new compute
Anthropic 与亚马逊扩大合作，新增高达 5 吉瓦的计算能力
Apr 20, 2026 2026 年 4 月 20 日
We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026. 我们已与亚马逊签署了一项新协议，旨在深化双方现有的合作伙伴关系，并确保获得高达 5 吉瓦（GW）的计算能力，用于训练和部署 Claude。这包括今年上半年上线的新 Trainium2 计算能力，以及到 2026 年底总计近 1 吉瓦的 Trainium2 和 Trainium3 计算能力。
We have worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. Together we launched Project Rainier, one of the largest compute clusters in the world, and we currently use over one million Trainium2 chips to train and serve Claude. Today’s agreement expands our collaboration in three ways. 自 2023 年以来，我们一直与亚马逊紧密合作，目前已有超过 10 万名客户在 Amazon Bedrock 上运行 Claude。我们共同推出了全球最大的计算集群之一——“Rainier 项目”（Project Rainier），目前我们使用超过一百万颗 Trainium2 芯片来训练和支持 Claude。今天的协议从三个方面扩大了我们的合作。
Infrastructure at scale. We are committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. The commitment spans Graviton and Trainium2 through Trainium4 chips, with the option to purchase future generations of Amazon’s custom silicon as they become available. 大规模基础设施。我们承诺在未来十年内向 AWS 技术投入超过 1000 亿美元，以确保获得高达 5 吉瓦的新计算能力来训练和运行 Claude。该承诺涵盖了从 Graviton 和 Trainium2 到 Trainium4 的芯片，并有权在亚马逊未来一代定制芯片推出时进行采购。
Significant Trainium2 capacity is coming online in Q2 and scaled Trainium3 capacity is expected to come online later this year. Anthropic will also use incremental capacity for Claude in Amazon Bedrock. The agreement includes expansion of inference in Asia and Europe to better serve Claude’s growing international customer base. We continue to choose AWS as our primary training and cloud provider for mission-critical workloads. 大量的 Trainium2 计算能力将于第二季度上线，更大规模的 Trainium3 计算能力预计将于今年晚些时候上线。Anthropic 还将利用新增的计算能力来支持 Amazon Bedrock 上的 Claude。该协议包括在亚洲和欧洲扩展推理能力，以更好地服务 Claude 不断增长的国际客户群。我们继续选择 AWS 作为我们处理关键任务工作负载的主要训练和云服务提供商。
“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand,” said Andy Jassy, CEO of Amazon. “Anthropic’s commitment to run its large language models on AWS Trainium for the next decade reflects the progress we’ve made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI.” “我们的定制 AI 芯片为客户提供了高性能且成本显著降低的解决方案，这就是它需求如此火爆的原因，”亚马逊首席执行官安迪·贾西（Andy Jassy）表示。“Anthropic 承诺在未来十年内将其大语言模型运行在 AWS Trainium 上，这反映了我们在定制芯片方面共同取得的进展，我们将继续提供客户构建生成式 AI 所需的技术和基础设施。”
Claude Platform on AWS. The full Claude Platform will be available directly within AWS. Same account, same controls, same billing, with more Claude Platform features and no additional credentials or contracts necessary. This gives organizations direct access to Claude while meeting their existing governance and compliance requirements. Claude remains the only frontier AI model available to customers on all three of the world’s largest cloud platforms: AWS (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry). Claude Platform on AWS is coming soon. Reach out to your account team to request access. AWS 上的 Claude 平台。完整的 Claude 平台将直接在 AWS 内提供。使用相同的账户、相同的控制权限、相同的账单系统，并提供更多的 Claude 平台功能，无需额外的凭证或合同。这使企业能够在满足现有治理和合规要求的同时，直接访问 Claude。Claude 仍然是唯一一个在世界三大云平台（AWS Bedrock、Google Cloud Vertex AI 和 Microsoft Azure Foundry）上均可供客户使用的前沿 AI 模型。AWS 上的 Claude 平台即将推出，请联系您的客户团队申请访问权限。
Continued investment. Amazon is investing $5 billion in Anthropic today, with up to an additional $20 billion in the future. This builds on the $8 billion Amazon has previously invested. 持续投资。亚马逊今天向 Anthropic 投资 50 亿美元，未来还将追加最高 200 亿美元的投资。这建立在亚马逊此前已投资的 80 亿美元基础之上。
“Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand,” said Dario Amodei, CEO and co-founder of Anthropic. “Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.” “我们的用户告诉我们，Claude 对他们的工作方式日益重要，我们需要构建基础设施以跟上快速增长的需求，”Anthropic 首席执行官兼联合创始人达里奥·阿莫代（Dario Amodei）表示。“我们与亚马逊的合作将使我们能够继续推进 AI 研究，同时将 Claude 提供给我们的客户，包括在 AWS 上构建应用的 10 万多名用户。”
Meeting record demand. Enterprise and developer demand for Claude has accelerated in 2026, and alongside it we have experienced a sharp rise in consumer usage across our free, Pro, and Max tiers. Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025. Growth at this pace places an inevitable strain on our infrastructure; our unprecedented consumer growth, in particular, has impacted reliability and performance for free, Pro, Max, and Team users, especially during peak hours. 满足创纪录的需求。2026 年，企业和开发者对 Claude 的需求加速增长，与此同时，我们在免费、Pro 和 Max 等级上的消费者使用量也急剧上升。我们的年化收入现已超过 300 亿美元，高于 2025 年底的约 90 亿美元。这种速度的增长不可避免地给我们的基础设施带来了压力；尤其是我们前所未有的消费者增长，影响了免费、Pro、Max 和团队用户的可靠性和性能，特别是在高峰时段。
Today’s agreement will quickly expand our available capacity, delivering meaningful compute in the next three months and nearly 1GW in total before the end of the year. Combined with additional capacity expansions and our diversified hardware strategy, with workloads spread across a range of chips, we are building the infrastructure needed to keep Claude at the frontier and reliably serve our growing customer base. 今天的协议将迅速扩大我们的可用容量，在未来三个月内提供显著的计算能力，并在年底前总计提供近 1 吉瓦的容量。结合额外的容量扩展和我们多元化的硬件策略（将工作负载分散在各种芯片上），我们正在构建所需的基础设施，以保持 Claude 的前沿地位，并可靠地服务于我们不断增长的客户群。