Anthropic’s cloud partnerships are getting messy

What happened: A leaked S-1 filing reported by The Wall Street Journal says Anthropic is struggling to secure enough cloud capacity from AWS, Google, and Microsoft, which increasingly view the Claude-maker as a competitor. Key numbers: Anthropic says it could spend more Why it matters: The filing warns Anthropic may lease its own data centers and work with third-party operators with a "limited operating history," which it worries could be less reliable than the hyperscalers. It also warns the company could be held liable for damages from harmful AI behavior beyond its insurance coverage. Market: -1.1% today ($336.40), +6.8% YTD, 0.9x vol — as of 22:46 UTC

A leaked S-1 filing reported by The Wall Street Journal says Anthropic is struggling to secure enough cloud capacity from AWS, Google, and Microsoft, which increasingly view the Claude-maker as a competitor.

The filing warns Anthropic may lease its own data centers and work with third-party operators with a "limited operating history," which it worries could be less reliable than the hyperscalers. It also warns the company could be held liable for damages from harmful AI behavior beyond its insurance coverage. Market: -1.1% today ($336.40), +6.8% YTD, 0.9x vol — as of 22:46 UTC