Amazon, Google and Microsoft both buy from Anthropic and sell it $269B of compute
YvesMulkers · x · 2026-10-28
Industry commentary highlights a circular deal structure: Amazon, Google and Microsoft are simultaneously customers of Anthropic (buying its model capabilities) and its compute suppliers, selling it a combined $269 billion of cloud computing.
This buy-and-sell interdependence underscores how entangled the AI supply chain has become — cloud giants invest to secure model access while AI labs recycle much of that capital back into cloud spend, forming a closed loop among a handful of majors.
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