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Amazon’s contract with Anthropic will move to per-token billing next year, threatening a steep spike in costs for services like Kiro, Quick and Alexa Shopping that use Claude. To curb expenses, Amazon is exploring OpenAI’s models. Meanwhile, Anthropic is deepening ties with Google Cloud and a recent security dispute has driven a wedge between the two.
- Anthropic's shift to per-token billing next year threatens to spike Amazon's costs for Claude-dependent tools like Kiro, Quick, and Alexa Shopping, pushing Amazon to explore OpenAI as an alternative.
- Amazon's OpenAI commitment ($50 billion) now dwarfs its Anthropic investment (grown from $4 billion to a possible $33 billion), signaling a strategic pivot.
- Anthropic is hedging its own bets by committing $200 billion to Google Cloud over five years, making Google a second major infrastructure partner.
- Amazon triggered a government shutdown order against Anthropic's Fable 5 and Mythos 5 models over alleged cyberattack-enabling data, a move that coincided suspiciously with Amazon's own security-AI launch.