Amazon stock
Amazon Web Services (AWS) has secured a landmark $100 billion cloud infrastructure agreement with AI startup Anthropic, as disclosed during the company's Q1 2026 earnings call. This multi--year contract, which is separate from AWS's existing $364 billion customer backlog, establishes AWS as the primary cloud provider for Anthropic's future AI model training and deployment. The deal underscores Amazon's strategy to dominate the generative AI market by leveraging its proprietary Trainium and Inferentia chips to support large--scale model development.