Consider Investing in Anthropic’s AI Data Center Partner if You Can’t Buy Its Stock

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Anthropic’s Surge Fuels AWS Growth

Anthropic, an artificial intelligence (AI) start-up, has reported staggering revenue growth, jumping from $1 billion in annualized revenue in January 2025 to $14 billion by January 2026. This tenfold increase positions Anthropic as a significant player in the AI tools market, driving increased spending at Amazon Web Services (AWS), its primary cloud partner.

AWS saw a revenue surge of 24% year-over-year, reaching $129 billion in sales in 2025, partly due to its collaboration with Anthropic. If this growth trend continues, AWS could generate $250 billion in annual revenue within five years, resulting in approximately $86 billion in earnings from its cloud services alone.

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