The latest disclosures show that Anthropic still urgently needs more computing resources to train and run its AI large model.

Anthropic stated in the regulatory filing submitted on Tuesday that over the past month, the company has reached new procurement commitments with Microsoft and Google: from now until 2033, approximately $10 billion will be allocated for leasing cloud servers, an amount that is not included in the previously disclosed expenditure plans.

At the same time, Anthropic indicates that a server space rental agreement worth $34.9 billion signed with the small and medium-sized cloud provider Lambda may be cancelled, as Lambda failed to complete the data center construction by the deadline agreed upon by both parties. However, Anthropic states that although the contract grants it the right to cancel the transaction, the company "currently has no intention of doing so."

On one hand, this disclosure reflects that even though Anthropic is carefully evaluating the delivery and performance of small and medium-sized cloud vendors such as Lambda, it still urgently needs to expand its computing power to support the training and inference operations of large models. On the other hand, it also shows that Lambda , like many of its peers in the industry, faces difficulties in quickly building up computing capacity to meet the soaring market demand.

The updated procurement commitment is an additional addition to the total planned expenditure of approximately $650 billion for cloud services prior to Anthropic. According to the filing on Tuesday, as of 2033:

• The total commitment expenditure to Microsoft's Azure cloud services has been increased from $44.9 billion last month to $49.2 billion;
• The committed expenditure for Google Cloud has been increased from $114.5 billion last month to $121.6 billion.

The amounts of other large-scale contracts previously signed remain unchanged: purchasing $161.2 billion worth of equipment from Broadcom, $120.5 billion worth of computing power from SpaceX, and $110 billion worth of cloud resources from Amazon. In addition, there are several smaller agreements with other cloud service providers.

Anthropic Also issues a risk warning: To meet business needs, the company may sign more short-term computing power procurement contracts. The prices of short-term contracts are much higher than those of long-term agreements, which will squeeze the company's operating profit margin in the short term. The company announced an operating loss of $567 million for the third quarter; whereas in the previous quarter, it recorded an operating profit of $974 million. The company stated that the main reason for this profit reversal is precisely these high-priced short-term computing power purchases.