I can exclusively reveal today Anthropic’s spending on Amazon Web Services for the entirety of 2024, and for every month in 2025 up until September, and that that Anthropic’s spend on compute far exceeds that previously reported. Furthermore, I can confirm that through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue. ↫ Ed Zitr...
