Apr. 21 at 2:18 PM
🚨
$AMZN is doubling down: another
$5B into Anthropic, with potential commitments reaching
$20B. In return, Anthropic is expected to spend
$100B+ on AWS over the next decade.
This creates a powerful loop—capital → compute → revenue—positioning Amazon at the core of the AI buildout.
Yet
$AMZN still hasn’t printed a new ATH, suggesting the market may not have fully priced in this long-term AI-driven growth. If demand follows through, this could still be early innings.