Anthropic 云伙伴关系趋于紧张：云巨头视其为竞手，冲刺 IPO 之际算力与亏损承压
英文标题：Anthropic’s cloud partnerships are getting messy
据泄露的 S-1 招股文件披露，Anthropic 正难以从 AWS、Google 和微软等云厂商获取足够的算力配额，这些超大规模云服务商已愈发将其视为竞争对手而非普通客户。文件显示 Anthropic 未来在云合同上的开销可能超过 7500 亿美元，尽管其第三季度营收环比激增 45% 至 168 亿美元，但上半年净亏损高达 807 亿美元，且面临第三方数据中心可靠性及潜在合规责任超出保险覆盖的风险。这一现状反映出前沿大模型独角兽在高速扩张中对基础设施的极度渴求，也凸显了 AI 创新公司与底层云巨头之间从深度合作走向直接博弈的行业转折。
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中文
据泄露给《华尔街日报》（The Wall Street Journal）的一份 S-1 招股文件披露，Anthropic 正难以从 AWS、Google 和微软获取足够的云算力容量，因为这些云厂商正愈发将这家 Claude 的研发机构视为竞争对手，而非单纯的客户。
这一遭泄露的文件为路透社（Reuters）和《金融时报》（Financial Times）在 9 月下旬报道的数据增添了更多细节，其中包括 Anthropic 预计其在云合同上的支出可能会超过 7500 亿美元，其中部分交易目前仍在谈判中。
即便如此，这些算力依然无法满足需求。Anthropic 正在租赁自营数据中心，并与第三方数据中心运营商合作。但该公司担忧这些运营商的“运营历史有限”，其可靠性可能不及超大规模云服务商（hyperscalers）。
在 Anthropic 庞大支出的背后，是今年上半年 807 亿美元的净亏损。据《华尔街日报》报道，该公司同期营收为 163 亿美元，而仅两家客户就占到了其销售额的约五分之一。
此外，在先前披露的灾难性风险基础之上，该招股文件还警告称，Anthropic 可能会因有害 AI 行为引发的损害承担赔偿责任，其损失规模可能超出目前可用的保险覆盖范围。
上周，该公司向潜在投资者透露，仅第三季度其营收就已达到 168 亿美元，较上一季度增长 45%。据报道，Anthropic 目前计划在 11 月正式进行 IPO。
Anthropic 未立即回应 TechCrunch 的置评请求。
English / 原文
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 $750 billion on cloud contracts, some of which includes 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.