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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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floatrock ◴[20 Oct 25 15:28 UTC] No.45645042[source]▶
The buried lede:

Anthropic: "$2.66 billion on compute on an estimated $2.55 billion in revenue"

Cursor: "bills more than doubled from $6.2 million in May 2025 to $12.6 million in June 2025"

Clickthrough if you want the analysis and caveats

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spydum ◴[20 Oct 25 16:25 UTC] No.45645727[source]▶
specific clarification: That was only Cursor's AWS bill. If they are using other providers, wasn't clear.
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1. omnicognate ◴[20 Oct 25 16:31 UTC] No.45645790[source]▶
TFA claims Cursor "obtains the majority of its compute from Anthropic — with AWS contributing a relatively small amount" and therefore only claims that for Cursor the AWS number indicates a "direction of travel" for compute costs. (Debatable whether it does indicate even that, ofc.)