Leaked S-1: Anthropic struggles to secure cloud capacity from AWS, Google, Microsoft

A leaked S-1 filing reported by The Wall Street Journal shows Anthropic is struggling to secure enough cloud capacity as AWS, Google and Microsoft increasingly treat it as a competitor. The company estimates it could spend more than $750 billion on cloud contracts, against $16.3 billion in revenue and an $80.7 billion net loss for the half-year.

• Cloud contract spending could exceed $750 billion
• Half-year revenue was $16.3 billion, net loss $80.7 billion
• Two customers account for about a fifth of sales
• Anthropic is leasing its own data centers and targets a November IPO