The $8B investment from $AMZN in Anthropic continues to look better. Anthropic reportedly expects to post positive adjusted operating income for a second straight quarter, while maintaining gross margins above 80% before partner revenue sharing. Amazon isn’t just an investor here either. AWS is Anthropic’s primary cloud partner, Claude runs through Bedrock, and Anthropic is a major Trainium customer. If Anthropic keeps scaling like this, Amazon gets exposure from multiple angles: the investment itself, AWS compute demand, and broader AI adoption across its cloud ecosystem. One of the more underrated pieces of the $AMZN AI thesis.
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