Anthropic faces difficulties securing enough cloud capacity from AWS, Google, and Microsoft, who now view it more as a competitor than a customer. The company plans to spend over $750 billion on cloud contracts, including ongoing negotiations, but still finds this insufficient, leading it to lease its own data centers and work with third-party operators. Despite generating $16.3 billion in revenue in H1 2026, Anthropic reported a net loss of $80.7 billion and relies heavily on just two customers for a significant portion of sales. The company also warns of potential liabilities from harmful AI behavior exceeding its insurance coverage as it targets a November IPO, with Q3 revenue reportedly reaching $16.8 billion, a 45% increase from the previous quarter.
As Anthropic struggles with cloud capacity and partnerships, key players like Alphabet and Microsoft show mixed investor sentiment. On Pluang, Alphabet (GOOGL) trades at USD 340.80, down 0.98% as of Oct 21, 2026 04:41 WIB, with a market cap of $4.19 trillion. Microsoft (MSFT) is priced at USD 530.54, down 0.56%, holding a market cap of $3.96 trillion, reflecting cautious but steady interest among Pluang users.
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