Amazon(US:AMZN) Xin Lang Cai Jing·2025-07-10 10:08Group 1 - Amazon is considering a significant additional investment in AI startup Anthropic, potentially amounting to several billion dollars, to strengthen their strategic alliance [1] - This new investment would build on Amazon's previous investment of $8 billion, aiming to enhance their competitive position in the global AI commercialization landscape against Microsoft and OpenAI [1][3] - Amazon's investment will ensure it remains one of the largest shareholders in Anthropic, which has also received over $3 billion from Google [1][3] Group 2 - Amazon's recent investment in Anthropic is part of a series of investments, including $2.75 billion in March 2022 and $1.25 billion in September 2023, marking Amazon's largest external investment in nearly 30 years [3] - The collaboration includes a major data center project, Project Rainier, which will support Anthropic's computing needs and is expected to consume 2.2 gigawatts of power, surpassing Oracle's facility for OpenAI [3] - Anthropic, founded in 2021 by former OpenAI employees, has a recent valuation of $61.5 billion, with other investors including Microsoft and Salesforce Ventures [3] Group 3 - The partnership between Amazon and Anthropic is viewed as potentially more stable than the relationship between Microsoft and OpenAI, due to Anthropic's structure as a for-profit entity [5] - However, there are risks associated with Amazon's decision to invest in training its own AI models, which could impact Anthropic's reliance on Amazon for enterprise customer channels [5]