Anthropic is struggling to secure enough cloud computing capacity from Amazon Web Services, Google and Microsoft, and those large providers increasingly view the Claude maker as a competitor rather than a customer, according to an S-1 filing leaked to The Wall Street Journal.
The filing adds detail to figures Reuters and the Financial Times reported in late September. Anthropic believes it could spend more than $750 billion on cloud contracts, and some of those deals are still being negotiated.
Even that may not be enough. Anthropic is leasing its own data centers and working with third-party data center operators. But the company worries those operators have a “limited operating history,” which could make them less reliable than the major cloud providers.
The spending comes against heavy losses. Anthropic reported an $80.7 billion net loss in the first half of the year, on $16.3 billion in revenue over the same period. Two customers accounted for about a fifth of its sales, according to the Journal’s report.
The filing also warns that Anthropic could be held liable for damages caused by harmful AI behavior, and that those damages could exceed its available insurance coverage. The document builds on earlier disclosures about catastrophic risk.
The company has also given prospective investors a more upbeat figure. Last week, it told them third-quarter revenue has reached $16.8 billion, up 45% from the previous quarter. Anthropic is reportedly targeting a November initial public offering.
Anthropic did not immediately respond to a request for comment from TechCrunch.
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