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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 1 comments | 20 Oct 25 15:05 UTC | HN request time: 0s | source
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rdtsc ◴[20 Oct 25 15:36 UTC] No.45645145[source]▶
> 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.

Well I don't have to scratch my head any longer and wonder why Amazon hasn't jumped on the AI bandwagon with their own Gemini or whatever. They are sitting pretty and selling shovels and pickaxes to the AI fools. Not a bad strategy for them...

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haberdasher ◴[20 Oct 25 15:44 UTC] No.45645214[source]▶
Amazon owns 15-19% of Anthropic. So yes and no.
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candiddevmike ◴[20 Oct 25 15:56 UTC] No.45645367[source]▶
GenAI financing is a flat circle. The bubble bursting is going to have a huge blast radius.
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almostgotcaught ◴[20 Oct 25 16:22 UTC] No.45645690{3}[source]▶
this is the latest mantra from people who have missed the boat. i'm like lol do you think that industry didn't learn anything (about financing structures) from the last one?
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1. __alexs ◴[20 Oct 25 16:26 UTC] No.45645731{4}[source]▶
All they will learn is how to shift more of the risk on to retail investors and B tier institutional investors.