Anthropic's cloud partnerships are becoming difficult

According to a leaked S-1 document seen by The Wall Street Journal, Anthropic is struggling to obtain sufficient cloud capacity from AWS, Google and Microsoft, which increasingly see it as a competitor rather than a customer. The document shows that Anthropic believes its cloud contract spending could exceed $750 billion, some of which is still under negotiation, yet it is still not enough; the company is leasing its own data centers and partnering with third-party operators, while worrying about these operators' limited operating history. The document also warns that Anthropic may be liable for damages caused by harmful AI behavior, in amounts that could exceed its insurance coverage. The company had a net loss of $80.7 billion in the first half of the year, with revenue of $16.3 billion over the same period, and just two customers contributed about one-fifth of sales; last week the company told potential investors that third-quarter revenue had reached $16.8 billion, up 45% quarter on quarter, and is reportedly planning a November IPO.