Anthropic’s cloud partnerships are getting messy

Key points

• Anthropic is reportedly having trouble securing enough cloud capacity from AWS, Google and Microsoft. According to a leaked S-1 filing reported by The Wall Street Journal, these providers increasingly view the AI company as a competitor rather than a customer.
• The filing says Anthropic believes it could spend more than $750 billion on cloud contracts, some still under negotiation. The company reported an $80.7 billion net loss in the first half of the year on $16.3 billion in revenue.
• Anthropic is reportedly targeting a November IPO.