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$AMZN: Anthropic Mega-Commitment
Sentiment: Neutral
'''Amazon disclosed Anthropic will spend more than $100B over 10 years on AWS cloud tech, alongside reports Amazon may invest up to $25B in the AI startup, while separately pushing back on new evidence in a California antitrust case. Insight: the Anthropic commitment supports longer-duration AWS demand visibility, but headline regulatory overhang keeps sentiment mixed.'''