AI Daily: Anthropic commits to spend $100B with AWS

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.

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ANTHROPIC INVESTMENT: Amazon (AMZN) said the company and Anthropic are deepening their collaboration with a commitment from Anthropic to spend more than $100B over the next ten years on Amazon Web Service technologies. “This encompasses current and future generations of Trainium (Amazon’s custom silicon) and tens of millions of Graviton cores (Amazon’s widely-adopted CPU chip) to provide superior price performance. Anthropic will secure up to 5 gigawatts of capacity to train and power their advanced AI models, including significant Trainium3 capacity expected to come online this year. The collaboration also includes a meaningful expansion of international inference in Asia and Europe to better serve Claude’s growing international customer base,” Amazon said in a statement. The commitment includes Trainium2, Trainium3, Trainium4, and the ability to purchase future generations of Trainium as they become available. AWS customers will be able to access the full Anthropic-native Claude console from within AWS. Separately, Amazon will invest $5B in Anthropic today and up to an additional $20B in the future tied to certain commercial milestones. This is in addition to the $8B Amazon previously invested in Anthropic.

After Amazon announced that Anthropic will spend over $100B with it over the next 10 years, BofA said the firm views the news as “another vote of confidence in AWS’s chip technology” following OpenAI’s earlier commitment for $100B over eight years. BofA, which thinks the Anthropic and OpenAI deals should give Amazon investors greater confidence in future capex revenue generation, keeps a Buy rating and $298 price target on Amazon shares.

OVERHAULING OPERATIONS WITH AI: Incoming Apple (AAPL) CEO John Ternus has already started to overhaul Apple’s internal operations using AI, Bloomberg’s Mark Gurman reports. Earlier this month, Ternus reorganized the hardware engineering group around a new AI platform intended to accelerate product development and improve device quality, Gurman writes, adding that he has emphasized a company-wide push to rapidly integrate AI into operations and will remain closely involved in guiding future hardware efforts and next-generation technologies.

AIRVOYANT: AAR Corp. (AIR) announced the launch of Airvoyant, an AI-powered aviation procurement solution that connects buyers directly to suppliers, searches available inventory, requests and consolidates quotes, and guides users to a streamlined, one-click purchasing decision. Powered by Amazon Web Services (AMZN), the platform directly integrates with Aeroxchange’s extensive ecosystem of more than 5,000 suppliers.

AMPLITUDE AI ASSISTANT: Amplitude (AMPL) introduced Amplitude AI Assistant, an embedded support agent. When users get stuck, AI Assistant guides them on what to do next, or even takes action for them-with context-aware responses and step-by-step walkthroughs that feel as if an expert were sitting beside them, so users get support without ever leaving the product. While most AI chatbots are built to resolve support tickets and answer simple questions, they sit in a separate CX system that only sees what users type in the moment-not what they did before, during, or after the conversation. That’s why Amplitude AI Assistant is built on the Amplitude AI Analytics Platform, connecting every chat to real user behavior, product journeys, and in-product guides. Users get help instantly, while product teams see where people get stuck, which fixes work, and how any change impacts activation, conversion, and retention.

AI DECISIONING PLATFORM: SurgePays (SURG) announced it is advancing a real time AI decisioning platform built on ProgramBenefits.com and its nationwide retail network. The system is designed to expand each customer interaction into a multi-product revenue opportunity while increasing engagement across wireless, financial services, and other essential offerings.