Anthropic’s cloud partnerships are getting messy

5 hours ago 2

In Brief

Posted:

2:25 PM PDT · October 20, 2026

Image Credits:Getty Images
  • Rebecca Bellan

Anthropic is having occupation securing capable unreality capableness from AWS, Google, and Microsoft, which progressively spot the Claude-maker arsenic a rival alternatively than a customer, according to an S-1 filing leaked to The Wall Street Journal. 

The leaked filing provides much colour to the numbers Reuters and the Financial Times reported successful precocious September, including that Anthropic believes it could walk much $750 cardinal connected unreality contracts, immoderate of which includes deals inactive successful negotiation.

And still, that is not enough. Anthropic is leasing its ain information centers and moving with third-party information halfway operators. But the steadfast worries those operators person a “limited operating history,” which could marque them little reliable than the hyperscalers. 

Anthropic’s tremendous walk comes connected the backmost of an $80.7 cardinal nett nonaccomplishment successful the archetypal fractional of the year. The institution reported $16.3 cardinal successful gross during that aforesaid clip period, with lone 2 customers accounting for astir a 5th of sales, according to the WSJ report. 

Building connected antecedently reported catastrophic hazard disclosures, the filing besides warns that Anthropic could beryllium held liable for damages caused by harmful AI behaviour to a tune that would transcend disposable security coverage. 

Last week, the institution told prospective investors that third-quarter revenue unsocial has present reached $16.8 billion, up 45% from the erstwhile quarter. Anthropic is reportedly targeting a November IPO.

Anthropic did not instantly respond to TechCrunch’s petition for comment.

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