Anthropic reportedly struggles to secure cloud capacity from AWS, Google and Microsoft
Overview
A leaked Anthropic S-1 filing, reported by The Wall Street Journal, says the AI company 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, some of them still under negotiation. The filing also reports an $80.7 billion net loss in the first half of 2026 on $16.3 billion in revenue, and the company is reportedly targeting a November IPO. Anthropic did not respond to TechCrunch's request for comment.
Written by AI from the articles below · updated Oct 20, 5:42 PM ET
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- TechCrunch · AINewsPickAnthropic 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. The company is reportedly targeting a November IPO, and it did not respond to TechCrunch's request for comment.
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