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What if Anthropic is a cloud company?
An analysis compares Anthropic’s revenue growth and data-center commitments with those of AWS, Azure and Google Cloud.
TLDR
An analysis argues that Anthropic should be evaluated alongside major cloud providers, citing its AI models, Claude Code, rapid growth and $518 billion in data-center commitments. It also says two customers accounted for nearly 25% of Anthropic’s revenue in 2025.
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