supplierScore 60/100Watch
Anthropic securing major compute deals with Google and Amazon to handle 10x annual growth trajectory
Dario Amodei· Anthropic· AI· 2026-06-17· about Google, Amazon (GOOGL, AMZN)
“You saw the compute deals with Google, you saw the compute deals with Amazon. You know, there are more that we kind of can and will do, like, you know, the market's liquid. Like if, if, if, you know, if you're able to use compute really well and there's the demand, you'll get your compute.”
Why it matters
Large cloud providers are becoming critical infrastructure partners for AI leaders, locking in long-term revenue streams and capacity commitments.
Investment implication
Google and Amazon's cloud divisions benefit from multi-year, high-margin contracts with frontier AI companies. These deals underpin cloud infrastructure capex and support valuations.