Amazon does not isolate AI profit, but AWS already earns large operating income while selling the compute, models and managed services that AI customers require.
Anthropic has crossed an important threshold with positive adjusted operating income, but that measure excludes costs that matter when judging durable company-wide profitability.
Claude Code's 2025 launch made a terminal agent—not a chat window—the primary interaction surface, allowing an AI system to inspect a repository, edit files, run commands and pursue multi-step software tasks.