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Omor Ibne Ehsan

ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks

Amazon Anthropic ALAB MRVL Astera Labs JPMorgan Marvell Technology AWS Marvell

Amazon (AMZN) has committed to spend more than $100 billion on Amazon Web Services (AWS) over the next decade in exchange for access to Amazon’s AI infrastructure, Trainium chips, plus deeper integration with its AI stack. Anthropic’s deal with Amazon is a more conservative and realistic version of what Oracle (ORCL) and OpenAI signed a few months earlier.

I would treat Anthropic’s $100 billion deal much more seriously since the company does have the firepower to make this happen. Anthropic is the company behind Claude, the best AI model for coding, and it expects positive free cash flow less than a year from now. Anthropic is also valued at $1 trillion today, even before an initial publice offering (IPO) has happened.

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