Anthropic’s growth boosts AWS margins
Sales of Claude models through Amazon Bedrock drove the increased margins. SemiAnalysis estimates Bedrock’s annual revenue at $5.5 billion, with 80-90% of clients opting for Anthropic’s solutions.
Anthropic’s annual recurring revenue hit $30 billion. The company added $21 billion in new ARR during Q1 2026, largely thanks to enterprises adopting Claude Code.
The integration benefits Amazon’s infrastructure too. Over half of Bedrock’s tokens are processed on in-house Trainium chips rather than Nvidia accelerators, helping AWS maintain high cloud computing margins.
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Anthropic dominates Cisco’s LLM Security Leaderboard
Anthropic’s models take eight of the top ten spots in Cisco’s LLM Security Leaderboard, with Claude Opus 4.5 leading the pack. This focus on security shows Anthropic’s priority as the company builds infrastructure for enterprise use.
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