How much Anthropic and Cursor spend on Amazon Web Services

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

I could find an ARR for Cursor of $500M. Why do they they in this article that Cursor is loosing with this spending number ?

The article Zitron links says Cursor has single-digit millions of cash burn with about $1B in the bank (as of August). Assuming that is true, they are losing money but have a long runway.

https://www.newcomer.co/p/cursors-popularity-has-come-at-a

Single-digit cash burn on AWS, which the article says is only a small part of its compute, with the majority coming from Anthropic.

That article says "Anysphere runs pretty lean with around 150 employees and has a single digit monthly cash burn, a source tells me." That would be total cash burn, i.e., net losses. If their AWS bill is bigger than that it's because they are making up for part of it with revenue.