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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 3 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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lesuorac ◴[20 Oct 25 15:58 UTC] No.45645397{3}[source]▶
They survived the dot-com bubble, I don't see the AI bubble taking out Amazon.

It might take out your 401k for a decade.

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1. thewebguyd ◴[20 Oct 25 16:26 UTC] No.45645738{4}[source]▶
I don't think anyone is expecting Amazon (or Google or Microsoft for that matter) to be taken out by the AI bubble.

I would expect to see OpenAI, Anthropic, and a lot of the little tool wrappers to get taken out though, or at least acquired for pennies on the dollar when it bursts.

But like the last one, it's going to be us, the tax payers, that are left holding the bag.

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2. jcheng ◴[20 Oct 25 16:32 UTC] No.45645803[source]▶
Why taxpayers? Where’s the systemic risk in AI labs getting acquired for cents on the dollar? The taxpayers weren’t holding the bag during the dot com crash, just investors.
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3. thewebguyd ◴[20 Oct 25 16:53 UTC] No.45646137[source]▶
During the dot com crash, none of the companies were "too big to fail" This is looking more like 2008 than dotcom, the entire market is being propped up by basically Nvidia. US GOV is likely to bail them out for "national security"