泄露 S-1 文件显示 Anthropic 云合作趋紧，云支出或超 750 亿美元
Anthropic’s cloud partnerships are getting messy
AI 导读
据《华尔街日报》看到的泄露 S-1 文件，Anthropic 难以从 AWS、Google 和 Microsoft 获得足够云容量，这些云厂商日益将其视为竞争对手而非客户。
摘要与补充说明
文件显示 Anthropic 认为云合同支出可能超过 750 亿美元，其中部分交易仍在谈判中，但仍不够用；公司正租用自有数据中心并与第三方数据中心运营商合作，同时担心这些运营商“运营历史有限”。今年上半年 Anthropic 净亏损 80.7 亿美元、营收 16.3 亿美元，仅两个客户贡献约五分之一销售额。文件还警告，有害 AI 行为造成的损害赔偿可能超出其保险覆盖范围。
正文
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.