The partnership between AWS and Anthropic is poised to significantly boost AWS's cloud revenue. Morgan Stanley analysts projected that AWS could earn $1.28 billion in sales in 2025 from this alliance, with forecasts escalating to nearly $3 billion in 2026 and $5.6 billion in 2027. Amazon has committed $8 billion to Anthropic, marking its largest startup investment to date, now valued at $13.8 billion. Anthropic's revenue is also predicted to grow dramatically, driving increased demand for AWS's cloud services, especially for AI workloads.
Morgan Stanley estimates AWS could generate $1.28 billion in sales from Anthropic in 2025, rising to nearly $3 billion in 2026 and $5.6 billion in 2027 as AI workloads grow.
Amazon has invested $8 billion in Anthropic, which is the largest startup investment in company history, and its stake is now valued at $13.8 billion.
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