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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: 0.198s | 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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Kuinox ◴[20 Oct 25 15:47 UTC] No.45645251[source]▶
I could find an ARR for Cursor of $500M. Why do they they in this article that Cursor is loosing with this spending number ?
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LetsGetTechnicl ◴[20 Oct 25 16:05 UTC] No.45645476[source]▶
Ed's mentioned ARR in previous articles and it's not a "generally accepted accounting principle". They cherry pick the highest monthly revenue number and multiply that by 12, but that's not their actual annual revenue.
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infecto ◴[20 Oct 25 16:13 UTC] No.45645578[source]▶
Eh, when you have a company that’s growing, picking the highest and annualizing it is sensible. If we had a mature company with highly seasonal revenue it would be dishonest.
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LetsGetTechnicl ◴[20 Oct 25 16:33 UTC] No.45645809[source]▶
I mean I think there are instances where OpenAI's revenue is seasonal. Lots of students using it during the school year and cancelling it during summer.
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1. dcre ◴[20 Oct 25 16:50 UTC] No.45646081[source]▶
The graph that was widely shared to make this claim was from OpenRouter and did not represent ChatGPT usage in any way.