Amazon: I bet that the rally ignites with the Anthropic IPO

Amazon holds about 20% in Anthropic. At a valuation of $2 trillion for Anthropic, Amazon's stake would be worth $400 billion.
Much more importantly, Anthropic utilizes Amazon's cloud infrastructure. As Anthropic grows, Amazon grows with it.
Simon Betschinger
S. Betschinger
Reading Time: 2 minutes

Since 2014, I have been a shareholder in Amazon. Last month, I purchased more shares because I consider Amazon to be a top winner of the AI revolution. Amazon is the largest single shareholder in Anthropic with a 20% stake. Anthropic, the developer of the AI assistant Claude, is preparing for one of the largest technology IPOs in history. The company has already confidentially submitted paperwork for an IPO and could reportedly aim for a valuation of up to $2 trillion. Operationally, Amazon benefits as Anthropic grows. In April 2026, Anthropic...

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