Amazon to earn $6.4B from Anthropic in 2027 and join $40B OpenAI round

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Amazon is set to participate alongside Microsoft and Nvidia in OpenAI’s targeted $40 billion funding round, aimed at boosting data-center capacity with a projected close in the first quarter of 2026. Under Anthropic’s revised cloud deal, Amazon could collect up to $6.4 billion in revenue share payments in 2027.

1. Participation in OpenAI Funding Round

Amazon is among key suppliers including Microsoft and Nvidia in OpenAI’s planned $40 billion funding round, earmarked for expanding data-center capacity. The round is targeting a first-quarter 2026 close to support accelerated AI deployment and compute infrastructure scaling.

2. Anthropic Revenue Share Deal

Under a revised revenue-sharing pact, Anthropic expects to pay cloud partners $1.9 billion in 2026 and as much as $6.4 billion in 2027, with Amazon’s share reflecting steep distribution economics for Claude AI models. These payouts could equal roughly 10% of Anthropic’s projected 2026 revenue of $18 billion, underscoring meaningful margin contributions for Amazon.

Sources

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