Skip to content
Guavy Logo GUAVY
Sign up
Back to Guavy Wire
Stocks

Amazon's Anthropic Stake Now Moves Earnings as Alphabet Sees Flexibility Shift

Guavy AI Editorial Team
Instruments
AMZN
Share

Amazon's investment in Anthropic has grown significantly over time and now affects its reported earnings. The company has invested around $13 billion in Anthropic, with a carrying value of nearly $190 billion due to the AI startup's rising valuation. This stake generates non-operating pretax income exceeding $50 billion for Amazon.

The deal also includes a deep commercial partnership where Anthropic agreed to spend more than $100 billion over 10 years on AWS technologies and Amazon's custom Trainium chips. This will lock in up to 5 gigawatts of compute capacity for training and running Claude models on Amazon's cloud, benefiting both companies.

In comparison, Alphabet's stake in SpaceX is now a liquid asset with a clear market value after the rocket company went public. The original $900 million investment from 2015 has grown to a mid-single-digit-percentage stake worth around $80 billion to $90 billion at recent prices, representing a gain of over 90 times the initial outlay.

More on Stocks

Stocks 1m ago

Monarch Caterpillars Hatch and Feed on Milkweed in Preparation for Migration

Stocks 1m ago

CAT and GTX Shine, GTM Falters in Cash Generation

Stocks 6m ago

Merck Foundation Partners with Gabonese First Lady to Empower Women and Transform Patient Care

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Guavy Logo GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

© 2026 Guavy Inc

Terms Privacy Policy