# Anthropic said Monday it will be spending more than $100 billion on Amazon Web Services technologies.

*semiconductor · news · 2026-04-21 · CNBC*

## Key points

- Anthropic will spend $100 billion on AWS technologies over the next decade for Claude models.
- Marvell is ramping production for Amazon's Trainium 3 and is expected to supply Trainium 4.
- RBC Capital Markets raised Marvell's price target from $115 to $170 due to AWS/Anthropic demand.
- Astera Labs' Scorpio-X switches will support Amazon Trainium 3 XPU ramp in the second half of 2026.

**Companies:** Amazon, Marvell Technology, Anthropic, Astera Labs
**Countries:** United States

[Read the full story on CNBC](https://www.cnbc.com/2026/04/21/marvell-stands-to-gain-from-boosted-amazon-anthropic-partnership.html)

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