Amazon announced a reinvestmen-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Amazon announced a reinvestment of about $5 billion (20 billion in future) in Anthropic, in exchange for a commitment to use hundreds of billions of AWS computing power and ASIC chips over the next decade. The "revolving investment" model of the giants' left hand investment and right hand cash out earnings has been priced reasonably. This kind of heavy capital game that bypasses the traditional real economy recession and self-produced and self-sales, making the semiconductor sector an independent kingdom free from macro gravity.

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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