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Can Anthropic and Amazon’s $100B AI Deal Challenge OpenAI
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Subscribe22 APR 2026 / FINANCE
CPE Approved
Amazon has invested heavily in artificial intelligence (AI) firms Anthropic and OpenAI, securing cloud infrastructure deals worth billions. Rather than attempting to dominate AI development, Amazon aims to provide the infrastructure for such projects, a strategy similar to landlords funding tenant expansion in exchange for a long-term lease.
It feels like Wall Street meets Silicon Valley at a blackjack table, except one player keeps winning whether the cards go high or low. That player right now looks a lot like Amazon. Over the past few months, Amazon has quietly lined up two massive AI rela...
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