Anthropic’s cloud partnerships are getting messy
Anthropic is reportedly struggling to secure enough compute from cloud providers that increasingly view it as a competitor, even as its infrastructure spending balloons ahead of a planned November IPO.
Via TechCrunch
In Brief
Posted:
2:25 PM PDT · October 20, 2026
Image Credits:Getty Images
Anthropic is having trouble securing enough cloud capacity from AWS, Google, and Microsoft, which increasingly see the Claude-maker as a competitor rather than a customer, according to an S-1 filing leaked to The Wall Street Journal.
The leaked filing provides more color to the numbers Reuters and the Financial Times reported in late September, including that Anthropic believes it could spend more $750 billion on cloud contracts…
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