Anthropic faces cloud capacity constraints as providers increasingly view it as a competitor

What happened

Anthropic is struggling to secure enough cloud capacity from AWS, Google, and Microsoft, according to a leaked S-1 filing reported by The Wall Street Journal. Potential cloud commitments could exceed $750 billion, including deals still under negotiation; Anthropic is also leasing data centers but flags reliability concerns about third-party operators. The filing reportedly shows an $80.7 billion net loss on $16.3 billion in first-half revenue, while Anthropic is reportedly targeting a November IPO.

The story so far

Anthropic is struggling to secure enough computing capacity from AWS, Google, and Microsoft as those providers increasingly view it as a competitor, according to TechCrunch’s account of a leaked S-1 filing reported by The Wall Street Journal. The filing reportedly puts potential cloud commitments above $750 billion, including deals still under negotiation. Anthropic is also leasing data centers, while flagging concerns about the reliability of third-party operators. The filing reportedly shows an $80.7 billion net loss on $16.3 billion in first-half revenue. The capacity constraints and potential spending commitments come as Anthropic is reportedly targeting a November IPO.

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