Anthropic云合作关系面临复杂局面
Anthropic’s cloud partnerships are getting messy
Anthropic难以从 AWS、Google 和 Microsoft 获得足够云容量，并担忧第三方数据中心运营商的经验有限。泄露的 S-1 文件称，公司可能在云合同上支出超过 $750 billion；今年上半年净亏损 $80.7 billion、收入 $16.3 billion，其中两名客户约占销售额的五分之一。
Anthropic面临的云容量压力与巨额合同支出，和其同期亏损、收入集中及潜在责任风险并列呈现，勾勒出上市前的经营约束。
In Brief
Posted:
2:25 PM PDT · October 20, 2026
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, some of which includes deals still in negotiation.
And still, that is not enough. Anthropic is leasing its own data centers and working with third-party data center operators. But the firm worries those operators have a “limited operating history,” which could make them less reliable than the hyperscalers.
Anthropic’s enormous spend comes on the back of an $80.7 billion net loss in the first half of the year. The company reported $16.3 billion in revenue during that same time period, with only two customers accounting for about a fifth of sales, according to the WSJ report.
Building on previously reported catastrophic risk disclosures, the filing also warns that Anthropic could be held liable for damages caused by harmful AI behavior to a tune that would exceed available insurance coverage.
Last week, the company told prospective investors that third-quarter revenue alone has now reached $16.8 billion, up 45% from the previous quarter. Anthropic is reportedly targeting a November IPO.
Anthropic did not immediately respond to TechCrunch’s request for comment.
来源：TechCrunch · AI · techcrunch.com