Anthropic struggles to secure compute as cloud rivals balk; $80.7B H1 loss, up to $750B in cloud deals
JosephJacks_ · x · 2026-10-21
According to an S-1 filing leaked to WSJ, Anthropic is struggling to secure enough cloud capacity from AWS, Google and Microsoft, which increasingly see the Claude-maker as a competitor rather than a customer.
Key facts:
- Ahead of a planned November IPO, Anthropic believes it could spend over $750 billion on cloud contracts, including deals still in negotiation
- It reported an $80.7 billion net loss in H1 on $16.3 billion revenue, with two customers accounting for a fifth of sales
- Locked out of hyperscaler capacity, it is leasing its own data centers and using third-party operators — whose "limited operating history" it worries makes them less reliable
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