内容来源：https://techcrunch.com/2026/04/20/anthropic-takes-5b-from-amazon-and-pledges-100b-in-cloud-spending-in-return/

内容总结：

亚马逊与AI公司Anthropic于本周一宣布达成深度合作。根据协议，亚马逊将追加50亿美元投资，使其对Anthropic的总投资额达到130亿美元。作为合作核心，Anthropic承诺未来十年投入超1000亿美元使用亚马逊云服务（AWS），并获得最高5吉瓦的算力资源以支持其AI模型Claude的研发与运行。

此次合作延续了亚马逊两个月前与OpenAI达成的合作模式——以云服务资源置换股权。当时亚马逊参与了对OpenAI的1100亿美元融资轮，其中500亿美元以云基础设施服务形式投入，推动该公司投前估值达7300亿美元。

本次合作的关键在于亚马逊自研芯片的深度整合。Anthropic将采用亚马逊的Trainium系列AI加速芯片（目前已应用Trainium3，并计划覆盖至尚未发布的Trainium4），同时保留未来优先使用亚马逊新一代芯片的权利。这标志着亚马逊正通过其定制化芯片战略（包括低功耗CPU Graviton和AI芯片Trainium）在AI基础设施领域构建竞争优势。

值得关注的是，市场传闻多家风投机构正以超过8000亿美元的估值对Anthropic进行新一轮融资洽谈。此次合作是否预示着新一轮融资即将公布，已成为行业观察焦点。

中文翻译：

人工智能公司Anthropic周一宣布，亚马逊已同意追加投资50亿美元，使亚马逊对该公司的总投资额达到130亿美元。作为协议的一部分，Anthropic承诺未来十年将在亚马逊云科技（AWS）上投入超过1000亿美元，以获取最高5吉瓦的新型算力资源，用于训练和运行其AI模型Claude。

这项交易与亚马逊两个月前与OpenAI达成的协议如出一辙——当时亚马逊参与了对ChatGPT开发商的1100亿美元融资轮，出资500亿美元，使OpenAI融资前估值达到7300亿美元。那笔交易同样部分采用云基础设施服务而非纯现金的形式进行。

本次合作的核心在于亚马逊自研芯片：Graviton（低功耗CPU）与Trainium（英伟达竞品及AI加速芯片）。Anthropic的协议特别涵盖了从Trainium2到Trainium4的芯片系列，尽管Trainium4芯片目前尚未面市。其最新款芯片Trainium3于去年12月发布。此外，Anthropic还获得了未来优先采购亚马逊新型芯片算力的选择权。

此次消息是否预示着Anthropic即将开启新一轮融资？据报道，风险投资机构近期已向这家AI公司提出估值超8000亿美元的融资方案。

英文来源：

Anthropic announced on Monday that Amazon has agreed to invest a fresh $5 billion, bringing Amazon’s total investment in the company to $13 billion. Anthropic, for its part, has agreed to spend over $100 billion on AWS over the next 10 years, obtaining up to 5 GW of new computing capacity to train and run Claude.
The deal echoes an agreement Amazon struck with OpenAI just two months ago, when it joined a $110 billion funding round — contributing $50 billion — that valued the ChatGPT maker at a $730 billion pre-money valuation. That deal, too, was structured partly as cloud infrastructure services rather than straight cash.
At the heart of this deal is Amazon’s custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available.
We’ll see if this news is a teaser to Anthropic announcing a new funding round. VCs have reportedly been offering the AI company capital in a deal that would value it at $800 billion or more.