Anthropic struggles to secure enough cloud capacity as hyperscalers turn competitors
AIA leaked S-1 filing reported by The Wall Street Journal says Anthropic has trouble securing enough cloud capacity from AWS, Google, and Microsoft, which increasingly view it as a competitor. Anthropic estimates it could spend more than $750 billion on cloud contracts, including deals still in negotiation, and reported an $80.7 billion net loss in the first half of 2026 on $16.3 billion in revenue.
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The report links Anthropic's cloud capacity shortfall and large losses to its planned IPO, giving context for how the company's infrastructure plans affect its finances.
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TechCrunch · AI · Rebecca Bellan · techcrunch.comPublished · added here
Original title: Anthropic’s cloud partnerships are getting messy