Amazon's $25B Anthropic Bet

The deal underscores the intense competition in the cloud computing sector as providers race to secure the most advanced AI models.

As part of the agreement, Anthropic will use AWS's custom Trainium and Inferentia chips to build and deploy its future large language models.

This move is expected to benefit hardware partners like Marvell and Astera Labs, whose stocks surged on the news.

President Trump has also indicated a softening stance toward Anthropic, suggesting the firm may soon resume contracting with the Pentagon.