根据摩根士丹利的最新预测，亚马逊与Anthropic的合作将为AWS带来数十亿美元的额外收入。 亚马逊对Anthropic的80亿美元投资，在今年早些时候的估值达到了138亿美元。摩根士丹利预计，随着Anthropic的AI工作负载增长，AWS的收入增长将加速。 预计到2027年，AWS可能从Anthropic使用其云服务中产生56亿美元的销售额。 摩根士丹利将与Anthropic的合作视为AWS收入增长加速的关键因素之一，并指出AWS在过去五个季度的增长率为16%至19%。

💰 摩根士丹利预测，亚马逊的AWS将从其与Anthropic的合作中产生数十亿美元的额外收入。 预计到2025年，AWS可能从Anthropic使用其云服务中产生12.8亿美元的销售额，到2026年增至近30亿美元，到2027年达到56亿美元。

📈 亚马逊对Anthropic的80亿美元投资，其价值已增至138亿美元。 Anthropic是AWS云服务（包括Trainium AI芯片）的重度用户。 摩根士丹利预计Anthropic的收入将从今年的40亿美元增长到2026年的100亿美元和2027年的190亿美元。

💡 摩根士丹利认为，与Anthropic的合作是AWS收入增长加速的关键因素之一。 此外，AWS自身稳健的增长轨迹，以及微软Azure在AI和非AI工作负载方面的成功，都为AWS带来了增长机会。 摩根士丹利的CIO调查显示，亚马逊可能会在短期内超越微软和谷歌云，进一步巩固其市场地位。

AWS will generate billions in extra revenue from its Anthropic partnership: Morgan Stanley.Amazon's $8 billion investment in Anthropic was valued at $13.8 billion earlier this year.Morgan Stanley believes AWS's revenue growth will accelerate.

Amazon's partnership with Anthropic has been a big success and is set to drive significant growth in the tech giant's cloud business in coming years, according to new estimates released on Friday.

Amazon Web Services stands to generate billions of dollars in extra in revenue from the alliance, Morgan Stanley analysts wrote in a note to investors.

The investment bank estimated that AWS could generate $1.28 billion in sales in 2025 from Anthropic's use of its cloud services. That number could balloon to almost $3 billion in 2026 and $5.6 billion in 2027 as Anthropic's AI workloads grow, the note said.

The projections highlight the substantial returns AWS could reap from its partnership with Anthropic.

Amazon invested $8 billion in Anthropic so far, making it the largest startup investment in company history. That stake is now worth $13.8 billion, according to Amazon's latest financial statement. Anthropic is also a heavy user of AWS's cloud services, including its Trainium AI chips. AWS is now considering pouring more money into the OpenAI rival, the Financial Times reported this week.

Spokespeople from Amazon and Anthropic didn't respond to a request for comment.

In its note, Morgan Stanley forecast Anthropic's revenue will grow from $4 billion this year to $10 billion in 2026 and $19 billion in 2027. The bank's analysts then assumed Anthropic gross profit margins of 60%, and estimated that 75% of related costs are spent on AWS cloud services.

This is mostly from AWS doing inference for Anthropic, which is running the startup's AI models. Any upfront training of future Anthropic models would generate more revenue for Amazon, the analysts wrote.

More broadly, Morgan Stanley cited the partnership with Anthropic as one of the key factors behind its expectation that AWS revenue growth will accelerate this year.

Other reasons include AWS's solid growth trajectory, even without Anthropic's contribution. AWS grew in the range of 16% to 19% a year over the last 5 quarters, which speaks to the resilience of its core cloud offerings, Morgan Stanley wrote.

Microsoft Azure's recent success, fueled by both AI and non-AI workloads, suggests a broader enterprise appetite for generative AI infrastructure, Morgan Stanley's note added. AWS could benefit from a similar pattern, especially as organizations increase their AI work, it said.

Morgan Stanley's latest CIO survey also indicated that Amazon could gain share over Microsoft and Google Cloud in the near term, giving "more confidence" in AWS's strong position, the note said.

"In all, our new AWS base model could prove conservative if Anthropic continues to grow and GPU supply constraints ease," Morgan Stanley wrote, "opening the door for faster GPU and non-GPU enabled workload growth."

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