# Infrastructure

- [Amazon Just Bet $25 Billion on Anthropic — and Locked In Its Cloud Destiny for a Decade](https://sdd.sh/2026/04/amazon-just-bet-25-billion-on-anthropic-and-locked-in-its-cloud-destiny-for-a-decade.md): Amazon announced up to $25B in new Anthropic investment tied to a $100B AWS commitment over 10 years. The deal gives Anthropic 5 GW of dedicated compute, native AWS console access for Claude, and a stable infrastructure runway well past any IPO. For developers building with Claude Code, the implications are more concrete than they first appear.
- [Anthropic Hits $30B ARR and Overtakes OpenAI: What the Revenue Rocket Means for Claude Code](https://sdd.sh/2026/04/anthropic-hits-30b-arr-and-overtakes-openai-what-the-revenue-rocket-means-for-claude-code.md): Anthropic just reported a $30 billion annual run rate — up 3x from $9B just four months ago — and overtook OpenAI in revenue. With a CoreWeave infrastructure deal, a Broadcom/Google TPU compute agreement, and 1,000+ enterprise customers spending over $1M per year, the company building Claude Code is now the fastest-growing software company in history. Here is what that means for the tools you use.
- [MCP Crosses 97 Million Downloads: The Protocol That Won](https://sdd.sh/2026/03/mcp-crosses-97-million-downloads-the-protocol-that-won.md): Sixteen months after Anthropic published a draft spec, MCP has crossed 97 million monthly SDK downloads — and OpenAI's adoption paired with retiring the Assistants API has effectively handed MCP the crown. Here's what that means for agentic development.