Anthropic’s cloud partnerships are getting messy

In Brief Posted: 2:25 PM PDT · October 20, 2026 Image Credits:Getty Images Rebecca Bellan Anthropic’s cloud partnerships are getting messy

简讯 发布于：太平洋夏令时间 2026 年 10 月 20 日 下午 2:25 图片来源：Getty Images Rebecca Bellan Anthropic 的云合作伙伴关系正变得一团糟

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.

根据一份泄露给《华尔街日报》的 S-1 文件显示，Anthropic 在从亚马逊云科技（AWS）、谷歌和微软获取足够的云容量方面遇到了困难，这些公司越来越将这家 Claude 的开发商视为竞争对手而非客户。

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.

这份泄露的文件为路透社和《金融时报》在 9 月下旬报道的数据提供了更多细节，其中包括 Anthropic 认为其在云合同上的支出可能超过 7500 亿美元，其中一些交易仍处于谈判阶段。即便如此，这仍然不够。

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 正在租赁自己的数据中心，并与第三方数据中心运营商合作。但该公司担心这些运营商的“运营历史有限”，这可能使它们不如超大规模云服务商可靠。

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.

Anthropic 的巨额支出是在上半年净亏损 807 亿美元的背景下发生的。据《华尔街日报》报道，该公司在同一时期报告了 163 亿美元的收入，其中仅两名客户就贡献了约五分之一的销售额。

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.

在之前报道的灾难性风险披露基础上，该文件还警告称，Anthropic 可能需要为有害 AI 行为造成的损害承担赔偿责任，其金额可能超过现有的保险覆盖范围。

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.

上周，该公司告诉潜在投资者，仅第三季度的收入就已达到 168 亿美元，比上一季度增长了 45%。据报道，Anthropic 的目标是在 11 月进行首次公开募股（IPO）。Anthropic 没有立即回应 TechCrunch 的置评请求。