Technology20 Oct 2026SEO 881 min read

Analysis: Anthropic’s cloud partnerships are getting messy

Anthropic is having trouble securing enough cloud capacity from AWS, Google, and Microsoft, which increasingly see the Claude-maker as a competitor rather than…

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, th…

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