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Amazon doubles down on Anthropic with $25bn AI investment plan
Deal locks in massive compute capacity and pushes Claude deeper into AWS stack
MUMBAI: Amazon and Anthropic have significantly expanded their strategic partnership, committing to a long-term collaboration that combines billions in fresh investment with one of the largest AI infrastructure deals to date.
At the heart of the agreement is Anthropic’s plan to spend more than $100 billion over the next decade on AWS technologies. This includes access to up to 5 gigawatts of compute capacity powered by successive generations of Trainium chips, alongside tens of millions of Graviton cores. The scale signals a clear intent to future-proof the infrastructure behind its fast-growing Claude models.
In parallel, Amazon will invest $5 billion in Anthropic immediately, with the option to add up to $20 billion more tied to performance milestones. This builds on the $8 billion the tech giant has already committed to the AI firm.
The collaboration also tightens product integration. Anthropic’s full Claude Platform will now be accessible directly within AWS, allowing developers to use its native tools without leaving their existing cloud environment. The models are already widely used through Amazon Bedrock, where more than 100,000 customers are running Claude for tasks ranging from customer support to scientific research.
Amazon CEO Andy Jassy said, “Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand.” He added that Anthropic’s long-term commitment to Trainium reflects the progress both companies have made in building scalable AI infrastructure.
Anthropic CEO and co-founder Dario Amodei said, “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.” He noted that the partnership would help advance research while serving a rapidly expanding user base.
The two companies have already been working closely since 2023. Their joint efforts include Project Rainier, a massive AI cluster featuring hundreds of thousands of Trainium chips, now used to train and deploy newer versions of Claude. The new agreement extends this momentum, with fresh capacity expected to come online through 2026, including next-generation Trainium3 and Trainium4 chips.
Anthropic’s growth has been equally striking. The company says its annualised revenue run rate has crossed $30 billion, up sharply from about $9 billion at the end of 2025, driven by surging enterprise and consumer demand. That rapid uptake has also strained infrastructure, making this expanded deal as much about stability as it is about scale.
The partnership will also expand globally, with increased inference capacity planned across Asia and Europe, ensuring Claude’s reach keeps pace with its popularity.
From powering ride-hailing support systems to accelerating drug research workflows, Claude’s use cases continue to broaden. With this deal, Amazon and Anthropic are not just adding more compute, they are doubling down on a shared bet that AI’s next leap will be built on deeper, tighter integrations between models and infrastructure.
If the past few years were about proving the promise of generative AI, this alliance suggests the next phase will be about building it at industrial scale.
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Airtel, Jio, Vi quietly raise tariffs with tweaks ahead of major hike
Airtel, Jio and Vi test subscriber response with subtle plan changes
NEW DELHI: India’s top telecom operators, including Bharti Airtel, Reliance Jio and Vodafone Idea, are quietly reworking their prepaid plans in what appears to be a calculated run-up to a broader tariff hike expected later this year.
Rather than announcing headline-grabbing price increases, the operators are opting for subtle tweaks that are less likely to trigger immediate consumer backlash. Industry observers describe this as a “testing the waters” approach, where small changes help gauge subscriber sensitivity while gradually improving revenues.
Among the most visible moves is plan pruning. Airtel has discontinued its popular Rs 799 pack, widely seen as a high-value offering, while nudging up the price of its Rs 859 plan to Rs 899. The changes may seem marginal, but across millions of users, they translate into meaningful revenue gains.
Reliance Jio, on its part, has taken a sharper route by slashing the validity of its Rs 195 plan from 90 days to just 30 days. The price remains unchanged, but the value per day has dropped steeply, effectively raising costs for consumers without altering headline tariffs.
Meanwhile, Vodafone Idea is restructuring its “NonStopHero” packs, limiting unlimited data benefits to night hours in several circles. The move trims usage flexibility while keeping plan positioning largely intact.
Another common tactic is bundling. Operators are increasingly pairing plans with OTT subscriptions such as streaming services, framing price adjustments as value additions even when the core offering remains largely unchanged.
The broader goal behind these moves is to lift ARPU (Average Revenue Per User), a key profitability metric in the telecom business. Airtel is targeting an ARPU of around Rs 300, up from roughly Rs 250, while Jio is under pressure to demonstrate stronger revenue growth ahead of a potential IPO. For Vodafone Idea, the urgency is more immediate as it seeks higher cash flows to fund 5G expansion and manage outstanding dues.
Industry estimates suggest that these incremental changes are a precursor to a larger, industry-wide tariff hike of 15 to 20 per cent, likely towards the end of 2026. The delay in announcing a full-scale increase is partly due to macroeconomic concerns, including inflation and volatile fuel prices, which could dampen consumer sentiment.
The push to monetise 5G is also gathering pace. After investing more than Rs 3 lakh crore in next-generation networks, operators are expected to gradually phase out free 5G data and reposition it as a premium service.
For consumers, the impact is already visible in small but steady increases in monthly bills. For telcos, however, this is a carefully choreographed build-up, easing users into higher spending before the bigger pricing reset arrives.
