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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: 0.202s | source
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isoprophlex ◴[20 Oct 25 15:08 UTC] No.45644811[source]▶
Ed Zitron's style isn't for everybody, I understand that. But if these numbers, and the direction they're going in, are correct... to me this points to a significant AI bubble deflation coming soon. It just isn't sustainable, it seems.
replies(2): >>45645090 #>>45649990 #
1. jsnell ◴[20 Oct 25 22:01 UTC] No.45649990[source]▶
There is nothing particularly concerning about the raw numbers, and I'd assume they are correct. (And they are also interesting, since we rarely get data at this granularity. Thanks to Zitron for publishing the leak with such completeness, despite the personal risk to his source.)

But Zitron's analysis is as incorrect or irrelevant as ever. The problem is just that as usual there is so much tripe that it's impossible to rebut it all.

The way I'd think about this leaked data is that it's giving us a reasonable upper bound on the fully loaded R&D compute cost for Claude Sonnet 4 - a product that will be making $7 billion in revenue with very good unit economics. Other than that, this just tells us that Anthropic, just like the other frontier AI lab, will be spending as much on training as they can.