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🇨🇳cnBeta (Full RSS)•#cloud-costs #revenue-share•Feb 18, 2026Freshcollected in 3h

Anthropic Projects $64B Cloud Payments by 2027

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💡Reveals Anthropic's $64B cloud bills—key insight into exploding AI training/inference expenses

⚡ 30-Second TL;DR

What changed

Anthropic expects $64B payments to Amazon, Google, Microsoft by 2027 for Claude cloud hosting

Why it matters

Highlights growing AI infrastructure costs and dependency on hyperscalers, potentially influencing pricing strategies for AI startups. Signals massive capital flows into cloud AI compute.

What to do next

Model your AI infra costs using AWS, GCP, Azure pricing calculators for Claude-scale projections.

Who should care:Founders & Product Leaders

🧠 Deep Insight

Web-grounded analysis with 4 cited sources.

🔑 Key Takeaways

•Anthropic forecasts paying up to $64 billion by 2027 to Amazon, Google, and Microsoft for Claude AI inference on their cloud servers, with optimistic projections reaching $80 billion before 2029[1][3].
•Inference costs exceeded initial projections by 23%, causing Anthropic to lower its gross margin forecast from over 70% by 2027, improving from -94% in 2024 but lagging OpenAI's 46% in 2025[1].
•Anthropic raised its 2026 revenue forecast to $18 billion (up 20%) and $55 billion by 2027, driven by enterprise API sales (86% of 2025 revenue) and Claude Code surpassing $1 billion annualized revenue in November 2025[2].

📊 Competitor Analysis▸ Show

Aspect	Anthropic	OpenAI
Gross Margin (2025)	~40% (paid users); 38% incl. free	46% incl. free and paid users[1]
Gross Margin Target	>70% by 2027	≥70% by 2029[1]
Revenue Forecast (2026)	$18B[2]	Not specified in results
Weekly Active Users	Not specified	900M (95% free)[1]
Key Revenue Driver	86% from enterprise APIs[1]	ChatGPT subscriptions and APIs

🛠️ Technical Deep Dive

High inference computing costs for running Claude models on Google and Amazon servers, exceeding projections by 23%; gross margin calculated by deducting inference and sales expenses from revenue[1].
Claude Code, a code-generation tool, achieved $1 billion annualized revenue in November 2025, less than a year after debut[2].

🔮 Future ImplicationsAI analysis grounded in cited sources

Anthropic's massive cloud payments highlight the AI industry's heavy reliance on big tech infrastructure, pressuring gross margins and delaying profitability despite rapid revenue growth; this fuels investor bets on AI supremacy but risks dependency on cloud providers amid rising inference costs[1][2].

⏳ Timeline

2024-12

Gross margin at -94%

2025-07

Annualized revenue run rate reaches $4 billion

2025-11

Claude Code surpasses $1 billion annualized revenue

2025-12

Raises 2026 revenue forecast by 20% to $18 billion and 2027 to $55 billion

2026-02

Announces $350B tender offer and $30B Series G funding at $380B valuation

📎 Sources (4)

Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.

Anthropic forecasts paying up to $64 billion by 2027 to Amazon, Google, and Microsoft for running Claude AI on their cloud servers. In the most optimistic scenario, payments could reach $80 billion before 2029. Big tech firms also earn revenue shares from customers purchasing Anthropic's AI services.

Key Points

1.Anthropic expects $64B payments to Amazon, Google, Microsoft by 2027 for Claude cloud hosting
2.Optimistic forecast projects at least $80B total before 2029
3.Cloud providers gain additional revenue shares from Anthropic AI service sales to their customers

Impact Analysis

Highlights growing AI infrastructure costs and dependency on hyperscalers, potentially influencing pricing strategies for AI startups. Signals massive capital flows into cloud AI compute.

#cloud-costs #revenue-shareanthropic-claude

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