From TechCrunch · Rebecca Bellan · · 1m 20s
Anthropic's cloud deals turn sour as rivals hoard capacity
AWS, Google and Microsoft now see Claude's maker as competition, not customer, forcing Anthropic to lease its own data centers despite massive spending plans.
In brief
AWS, Google and Microsoft now see Claude's maker as competition, not customer, forcing Anthropic to lease its own data centers despite massive spending plans. Anthropic cannot secure enough cloud capacity from major providers who now view it as a competitor, forcing reliance on less reliable third-party data centers…
Cloud giants block Anthropic's growth
AWS, Google and Microsoft increasingly see Anthropic as a competitor rather than a customer, making it hard for the Claude maker to secure enough cloud capacity, according to a leaked S-one filing.
Anthropic's spending plans dwarf its revenue
Anthropic believes it could spend more than seven hundred fifty billion dollars on cloud contracts, yet reported only sixteen point three billion dollars in revenue in the first half of twenty twenty-six.
Forced to build its own infrastructure
Unable to secure enough hyperscaler capacity, Anthropic is leasing its own data centers and working with third-party operators, though it worries those operators have limited operating history and reliability.
IPO looms despite massive losses
Anthropic reported an eighty point seven billion dollar net loss in the first half of twenty twenty-six and is reportedly targeting a November IPO, with third-quarter revenue reaching sixteen point eight billion dollars.
The takeaway
Anthropic cannot secure enough cloud capacity from major providers who now view it as a competitor, forcing reliance on less reliable third-party data centers.
