
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenueâshare payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial rollâout. The forecast highlights the capital intensity of large models and signals that cloud infrastructure â not just algorithms â will determine who captures AIâs economic value.


















