Amazon’s next billion-dollar bet on Anthropic could involve a shift away from Nvidia’s hardware

The news: Amazon is exploring another multibillion-dollar investment in AI startup Anthropic, aiming to bolster its generative AI (genAI) capabilities and expand adoption for its own AI server platform, per The Information.

The new investment could require Anthropic to use servers powered by Amazon’s AI chips, Graviton4 and Trainium2.

Amazon has already invested $4 billion in the AI startup, and Anthropic is using Amazon Web Services (AWS) as its primary cloud provider.