As Anthropic seeks more computing capacity for Claude, The Wall Street Journal reported that a confidential IPO draft identifies reliability concerns tied to some outside operators.
The Journal linked the issue to outside firms’ operating histories. It described a risk to future reliability and did not report a service failure.
The Journal said its review of the confidential draft found roughly $450 billion in cloud agreements running seven to 10 years. Separately, the Journal said possible computing outlays could total $750 billion if it includes deals still being negotiated. Those amounts cover different scopes: the higher figure includes potential deals and is not a signed commitment.
Anthropic names Amazon as its main cloud provider and training partner and confirms a relationship with Google Cloud. It has also announced plans to purchase $30 billion worth of computing capacity from Microsoft Azure. EconoTimes previously covered reports of a $60 billion chip-financing effort involving Anthropic and other companies.
Separately, TeraWulf Inc. announced July 6 that it signed a 20-year lease with Anthropic for a data center campus in Kentucky. TeraWulf expects about $19 billion in revenue over the lease’s initial term. The first capacity is expected in the second half of 2027, with full capacity targeted for early 2028. The arrangement gives Anthropic additional computing capacity while providing TeraWulf with expected long-term lease revenue.
