Amazon / AWS
≥ $110.0BTrainium
Commits Anthropic to at least $110.0B of spend from May 2026 to April 2036, for up to 5 GW of new Trainium capacity.
Source: S-1 prospectus
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Company · Who Anthropic works with
The compute deals behind Claude, the clouds and consultancies that sell it, and the standards bodies Anthropic has handed its tools to.
Minimum and maximum spend figures come from the S-1. Combined future compute commitments run to hundreds of billions of dollars.
Trainium
Commits Anthropic to at least $110.0B of spend from May 2026 to April 2036, for up to 5 GW of new Trainium capacity.
Source: S-1 prospectus
TPUs
Commits Anthropic to at least about $114.5B from April 2026 to July 2033. Multiple gigawatts of new TPU capacity start coming online in 2027.
Source: Anthropic
Hosting & infrastructure
Commits Anthropic to at least $44.9B from November 2026 to May 2033.
Source: S-1 prospectus
NVIDIA GPUs
Up to $120.5B over terms running into 2029. It started with all of Colossus 1: more than 300 MW and over 220,000 GPUs.
Source: Anthropic
NVIDIA GPUs
GPU services agreements worth up to about $44.6B, running into 2033. Fees accrue only as capacity is delivered.
Source: S-1 prospectus
Instinct MI450
A deployment of 2 GW of MI450 GPUs in Helios racks. The first gigawatt is due in the first half of 2027.
Source: AMD
Grace Blackwell · Vera Rubin
An initial commitment of up to 1 GW, plus joint design and engineering work.
Source: Anthropic
Macquarie & GIC
A joint venture that will build and lease purpose-built US data centers to Anthropic as anchor tenant.
Source: Macquarie
Data centers & GPUs
Fluidstack develops and runs data centers under a colocation agreement. Lambda supplies NVIDIA GPU capacity.
Source: S-1 prospectus
Claude is available on all three major clouds. Anthropic contracts with customers directly and pays each provider a fee.
AWS
Hosts Claude natively, and AWS Marketplace offers it as well.
Source: S-1 prospectus
Gemini Enterprise Agent Platform
Hosts Claude natively, and Google's marketplace offers it as well.
Source: S-1 prospectus
Azure
Hosts Claude natively. Claude for Microsoft 365 runs inside Office apps.
Source: S-1 prospectus
Distribution partner
Builds AI products on Claude that reach millions of end users.
Source: S-1 prospectus
Expanded alliance · May 14, 2026
Plans to roll out Claude Code and Cowork, set up a joint Center of Excellence, and train and certify 30,000 US staff.
Source: Anthropic
Global Premier Partner
Embeds Claude across its platforms and is growing its Claude-certified workforce.
Source: Anthropic
Global Premier Partners
Listed among the Global Premier service partners in the Claude Marketplace.
Source: Claude
Claude Partner Network
Joined the Claude Partner Network.
Source: Claude
European consultancy
A deal with the private equity firm Hg to launch a European AI consultancy.
Source: Yahoo Finance
Enterprise customer
Scaling Claude across the bank.
Source: Anthropic
Agentic AI Foundation
Anthropic donated MCP to the Linux Foundation's Agentic AI Foundation in December 2025.
Source: S-1 prospectus
Agentic AI Foundation
Anthropic donated the Agent Skills format to the same foundation.
Source: Anthropic
Compiled from Anthropic's Form S-1 (filed Oct 26, 2026), Anthropic's own pages and the publications linked on each entry. The registration statement is not yet effective and figures may change. Not investment advice.
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