A kiszivárgott pénzügyi dokumentumok alapján az Anthropic jelentős kapacitáshiánnyal szembesül a nagy felhőszolgáltatóknál, mivel az AWS, a Google és a Microsoft egyre inkább versenytársként tekintenek a Claude fejlesztőjére. A cég emiatt saját adatközpontok bérlésére és harmadik félnek számító üzemeltetőkre kényszerül, ami biztonsági és megbízhatósági kockázatokat vet fel.
A vállalat pénzügyi mutatói hatalmas léptékű növekedést és kiadásokat mutatnak. Az idei első félévben 16,3 milliárd dolláros árbevétel mellett 80,7 milliárd dolláros nettó veszteséget könyveltek el, miközben a felhőszerződésekre fordított összegek meghaladhatják a 750 milliárd dollárt. A harmadik negyedéves árbevétel ugyanakkor elérte a 16,8 milliárd dollárt, ami 45 százalékos növekedés az előző időszakhoz képest.
A kockázati vállalások és a növekvő infrastruktúra-igények hátterében a cég a novemberi tőzsdére lépést célozza meg. A dokumentumok emellett arra is figyelmeztetnek, hogy az AI esetleges károkozásaiért vállalt felelősség meghaladhatja a meglévő biztosítási kereteket.
Az eredeti szöveg (TechCrunch AI)
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Anthropic is having trouble securing enough cloud capacity from AWS, Google, and Microsoft, which increasingly see the Claude maker as a competitor rather than a customer, according to an S-1 filing leaked to The Wall Street Journal.
The leaked filing provides more color to the numbers Reuters and the Financial Times reported in late September, including that Anthropic believes it could spend more than $750 billion on cloud contracts, some of which include deals still in negotiation.
And still, that is not enough. Anthropic is leasing its own data centers and working with third-party data center operators. But the firm worries those operators have a “limited operating history,” which could make them less reliable than the hyperscalers.
Anthropic’s enormous spend comes on the back of an $80.7 billion net loss in the first half of the year. The company reported $16.3 billion in revenue during that same time period, with only two customers accounting for about a fifth of sales, according to the WSJ report.
Building on previously reported catastrophic risk disclosures, the filing also warns that Anthropic could be held liable for damages caused by harmful AI behavior to a tune that would exceed available insurance coverage.
Last week, the company told prospective investors that third-quarter revenue alone has now reached $16.8 billion, up 45% from the previous quarter. Anthropic is reportedly targeting a November IPO.
Anthropic did not immediately respond to TechCrunch’s request for comment.
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