Post #5930

💰Amazon’s investment in Anthropic has risen to about $60.6 billion, with $12.8 billion in gains recognized and another $15 billion expected in Q1 2026. They invested $8B to Anthropic in 2023. That $60.6B is made up of $45.8B of convertible notes plus $14.8B of nonvoting preferred stock. The mechanics are that the notes convert into preferred stock as Anthropic raises new capital, so new priced rounds effectively re-mark Amazon’s position upward. Anthropic also has committed to buying 1M Trainium chips, tying model training demand to Amazon Web Services capacity and economics. @aipost🏴