Breaking

Anthropic, Amazon Expand Pact With Over $100B AWS Commitment

June 29, 2026 at 18:50 EDT

Infra & Chips
Funding & M&A
Sales & Business

Anthropic and Amazon expanded their strategic partnership in April 2026, with Anthropic committing more than $100 billion to AWS over the next decade while Amazon invests up to an additional $25 billion. A growing revenue-sharing burden tied to reselling Claude on Bedrock also weighs on the Amazon side of the arrangement.

Amazon · Anthropic · The Compute Pact

Anthropic Moves AWS Billing From Compute-Hours to Per-Token

From 2027, Anthropic is reported to shift how it charges AWS — a change that could raise Amazon's costs for reselling Claude via Bedrock and its own internal usage. Amazon denies any cost increase. No official statement has confirmed the contract terms.

$8B+

Amazon's investment so far, with up to $25B total committed

$100B+

Anthropic AWS spend over 10 years, securing up to 5GW

$30B+

Anthropic run-rate revenue, driving compute demand

Partner Distribution Climbs Sharply

Total Anthropic shares with partners (50% of Claude-via-Bedrock gross profit)

$1.9B

2026

→

$6.4B

2027

A roughly 3.4× jump in one year — the new billing model adds a fresh variable to these flows.

The Billing Change (from 2027)

Today

Compute hours

→

From 2027

Per-token

Aim: maximize revenue in precise proportion to usage and recover costs as demand surges.

Why enterprises like Bedrock

Procurable via existing AWS accounts, eases compliance — Claude increasingly adopted as the default enterprise model.

The concern

Token billing could drive up costs at scale; recent pricing tiers already spiked some bills, plus feature lag on Bedrock.

Unconfirmed: No official statement from either company. Much contract detail remains undisclosed; the real cost impact of token billing will only become clear once operations begin in 2027.

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