One tires of the breathless pronouncements regarding artificial intelligence, doesn’t one? Just when one thought the market couldn’t possibly manufacture another “disruptor,” along comes Anthropic. Not a particularly imaginative name, admittedly, but they seem to be doing remarkably well for themselves, upsetting the apple cart for anyone who thought coding was a perfectly safe occupation. They’re raising capital with an almost vulgar enthusiasm, and frankly, it’s all a bit exhausting.
Anthropic has recently secured a rather substantial injection of funds – a cool $30 billion, if you please – and the whispers suggest an IPO is imminent. A pity for those of us who enjoy a bargain, as direct investment is, for the moment, out of the question. However, a perfectly serviceable proxy exists, and it goes by the name of Amazon. Yes, Amazon (AMZN 1.31%) is rather cleverly positioned to benefit from all this AI fuss.
A Most Impressive Revenue Trajectory
A mere year ago, Anthropic’s annual revenue hovered around the modest sum of $1 billion. Not insignificant, naturally, but hardly earth-shattering in the grand scheme of things. One might have dismissed them as another fleeting fancy. But things, as they so often do, have changed. Their revenue has since multiplied by a factor of ten, reaching $14 billion. Apparently, software development teams are rather keen on Claude Code, which, I gather, allows them to churn out programs with alarming speed. It’s all frightfully efficient, really.
Naturally, increased revenue necessitates increased computational power. Anthropic requires ever more resources to train its models and, crucially, to run them for its clients. This translates into a rather substantial increase in spending at its cloud computing partners, and Amazon, with its Amazon Web Services (AWS), is currently enjoying the lion’s share of that expenditure. They’re even building a bespoke data center for Anthropic, and collaborating on the development of computer chips. It’s all frightfully modern, isn’t it?
We’re already observing a discernible acceleration in AWS’s revenue growth, likely attributable to this partnership. Last quarter, AWS reported a 24% year-over-year increase, reaching a rather impressive $129 billion in sales for 2025. One suspects that Anthropic is contributing a rather significant portion of that figure.
A Proposition Worth Considering?
AWS represents one of Amazon’s largest and fastest-growing segments. If one accepts the premise that Anthropic’s growth will continue at this rather breakneck pace – and frankly, it seems perfectly capable of doing so – then AWS has ample room for further expansion.
Assuming that AWS maintains its current growth rate of 24% per annum, it could achieve annual revenue of $250 billion within five years. With profit margins of 35%, that would translate into earnings of $86 billion from AWS alone. A rather substantial sum, wouldn’t you agree? More, in fact, than Amazon’s entire operating income for 2025.
Should Anthropic continue to flourish, the benefits will undoubtedly accrue to AWS, and, consequently, to Amazon shareholders. A perfectly logical conclusion, wouldn’t you say? It’s all rather clever, really. And, dare I say, a touch amusing.
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2026-02-27 12:42