Amazon
AWS, the Trainium and Inferentia chips, the Nova models, and about $6.2B of convertible notes in Anthropic
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. Amazon's links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, Market share, People and hiring, Legal, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview3 units in the group
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answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L6 Power · Investor / capital · AMZN · USA
Amazon
AWS, the Trainium and Inferentia chips, the Nova models, and about $6.2B of convertible notes in Anthropic
- Links
- 4
- Deals from filings
- 2
- Exposed if it fails
- 1
- 2 within 2 steps
- It depends on
- 0
- 0 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
The group
3 units · where each sits in the stack| Unit | Layer | Type | Links | Deals |
|---|---|---|---|---|
| L0 Labs | Frontier lab | 3 | · | |
| L1 Cloud | Cloud / compute | 20 | 1 | |
| L2 Chips | Accelerator | 10 | · |
What it is
Amazon has invested $8B into Anthropic and is Anthropic's primary training partner, anchoring Project Rainier — a massive Trainium2 cluster (hundreds of thousands of chips) in Indiana. The deal steers Anthropic toward AWS custom silicon rather than pure Nvidia, giving Amazon a hedge in the model layer against Microsoft/OpenAI and Google. Amazon's 2025 capex guidance exceeded $100B, dominated by AI infrastructure.
Key facts
from its map entry- Anthropic investment
- $8B
- Compute vehicle
- Project Rainier (Trainium2)
- 2025 capex
- >$100B
Pick a link to move the graph there: · ·
Connections4 links
Pulled 28 Oct 2026 · AI Systems Map links
Who depends on it
1Backs
3Compare two: what Amazon shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Money2 deals
Pulled 27 Oct 2026 · OpenAI raises $122 billion to accelerate the next phase of AI · dated 31 Mar 2026 · 1 more source
| Parties (money runs →) | Kind | Amount | Term | Source |
|---|---|---|---|---|
| → About $6.2B of Amazon convertible notes outstanding at 30 June 2026 (2023 agreement $2,186M, 2024 agreement $4,017M). Conversion is capped at 12% of Anthropic's capitalization unless Amazon waives it. An April 2026 agreement adds potential future financing capacity. | notes | about $6.2B | · | Anthropic, PBC, Form S-1 registration statement“Our NPAs with Amazon consist of the Amazon 2023 NPA and the Amazon 2024 NPA, pursuant to which we previously issued convertible promissory notes, approximately $6.2 billion aggregate principal amount of which remains outstanding”Open the source ↗ |
| → Amazon is named as a strategic anchor of the $122B round; OpenAI's text does not state Amazon's amount. | equity | amount not disclosed | · | OpenAI raises $122 billion to accelerate the next phase of AI“The round was anchored by our strategic partners Amazon, NVIDIA, and SoftBank, with continued participation from our long-term partner, Microsoft.”Open the source ↗ |
Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.
Financialsfrom its filings
Company file
Amazon: figures from its filings
Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.
Sources · 2
- Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026 · 2 quoted passages
- OpenAI raises $122 billion to accelerate the next phase of AI, 31 Mar 2026 · 1 quoted passage
News and events1 item
- 31 Mar 2026AmazonOpenAI closes $122B round at $852B post-moneyfiling
Wider news feed: not collected yet
Today this lists events taken from filings and this site's own AI updates. A news feed with entity linking (who did what, on which date, from which source) is next, so every move lands on the right company.
Data sources4 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| OpenAI raises $122 billion to accelerate the next phase of AI ↗1 quoted passage · openai.com | Money | 31 Mar 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| Anthropic, PBC, Form S-1 registration statement ↗2 quoted passages · sec.gov | Money | 26 Oct 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links4 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.