Anthropic is struggling to obtain sufficient cloud capacity from AWS, Google and Microsoft as the three hyperscalers increasingly view the Claude maker as a rival rather than a customer, according to an S-1 filing leaked to The Wall Street Journal.
The leaked document adds detail to figures Reuters and the Financial Times reported in late September. Among them is Anthropic's belief that it could spend more than $750 billion on cloud contracts, some of which cover deals still under negotiation. Even at that scale, the capacity is not enough.
Anthropic is leasing its own data centers and working with third-party data center operators to close the gap. The company worries those operators have a limited operating history, which could make them less dependable than the hyperscalers. The filing does not identify the operators involved.
The disclosure arrives alongside steep financial losses. Anthropic posted an $80.7 billion net loss in the first half of the year while recording $16.3 billion in revenue over the same period, according to the Journal's report. Just two customers accounted for roughly a fifth of sales.
The filing also warns that Anthropic could be held liable for damages tied to harmful AI behavior at a level exceeding its available insurance coverage, building on previously reported catastrophic risk disclosures. That language places the liability question alongside the company's cloud supply concerns.
On the revenue side, Anthropic told prospective investors last week that third-quarter revenue alone has reached $16.8 billion, a 45% increase from the prior quarter. The company is reportedly targeting a November IPO, a listing that would bring its financial exposure and vendor relationships before US public-market investors.
Anthropic did not immediately respond to a request for comment from TechCrunch.
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