Apr. 13 at 2:04 AM
$AMZN has delivered ~40% returns over the past five years. It reportedly invested ~
$8B early in Anthropic and is estimated to own ~15–20%. Anthropic’s latest valuation is cited at ~
$380B. Its ARR reportedly grew from ~
$9B to ~
$30B in a short period, with some projections reaching ~
$100B by end-2026.
Beyond potential IPO upside, Anthropic is a key AWS customer. Its workloads primarily run on Amazon Web Services, contributing to Amazon Bedrock usage and leveraging custom silicon like Trainium and Inferentia, reinforcing internal AWS demand cycles.
Overall, this creates a vertically integrated loop between investment, infrastructure consumption, and revenue generation. Some market views suggest
$AMZN could target
$300 this year, aligned with multi-year momentum in large-cap tech.
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