Anthropic's Potential $1.2 Trillion IPO Could Make This Stock a Major Beneficiary

The article argues that a potential Anthropic IPO could be a significant catalyst for Amazon. Amazon has invested about $13 billion in Anthropic and reportedly owns a 15% to 20% stake, which could be worth $180 billion to $240 billion if Anthropic is valued at $1.2 trillion. Beyond paper gains, the IPO would likely strengthen Anthropic’s balance sheet, support continued heavy AI infrastructure spending, and deepen its reliance on Amazon Web Services. Amazon also has a separate agreement for more than $100 billion in commitments from Anthropic over the next decade, including up to 5 GW of capacity for Claude training and future chips. The piece frames this as a long-term positive for Amazon’s cloud growth, AI chip business, and operating efficiency, while noting the stock already looks reasonably valued at 26x 2027 earnings estimates.