The $240 Billion Balance-Sheet WindfallAmazon.com, Inc. (NASDAQ:AMZN) is expected to be one of the largest beneficiaries of that IPO, and not simply as a passive investor watching a share grow. At an implied $1.2 billion market capitalization for Anthropic, Amazon’s equity share alone is worth between $180 billion and $240 billion. AWS Growth AccelerationBeyond the immediate stock upside, the agreement fuels an operational flywheel that directly powers AWS. That said, Anthropic’s public listing significantly reduces counterparty risk by obtaining multi-year public market liquidity to fund $100 billion+ AWS infrastructure obligations. The market continues to underestimate the compounding power of a $180 billion to $240 billion Anthropic investment combined with the strong 31% AWS revenue growth.