$Amazon.com(AMZN)$ amaxing Ama

Amazon & Anthropic: Surge 20% This Month! Can It Break $300?

Amazon rose nearly 3% premarket after committing an immediate $5 billion more to Anthropic, with the deal potentially reaching $25 billion. In return, Anthropic is set to spend over $100 billion on Amazon cloud and AI infrastructure over the next decade. Amazon has risen 20% this month. That is a huge AWS win, but it also sharpens the debate: is custom AI infrastructure finally becoming a real alternative path, or does Nvidia still keep the upper hand anyway? Is this bigger for AMZN, or for the whole AI stack?

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