we now have our answer to how mad amazon was left after compute negotiations with anthropic
2:50 PM · Jun 13, 2026 · 28.4K Views
Analysis argues Anthropic leveraged Google Cloud terms to pressure AWS, driving diverging hyperscaler profit margins
AWS operating margins gained 2.1 points versus GCP's 0.2.
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Some users blame @typedfemale for causing Amazon's frustration after its compute negotiations with Anthropic stalled.
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Zephyr@zephyr_z9
LOL Ant has a very generous deal with Google Anthropic was probably pushing for that deal structure with Amazon and threatening to shift more of their inference workloads to GCP This is why AWS growth is so high (they get a big profit cut from Ant, while GCP isn't showing similar growth)
typedfemale@typedfemale
we now have our answer to how mad amazon was left after compute negotiations with anthropic
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Strata@ChainZenit
@typedfemale that is a wild fallout to watch unfold.
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Xhuuya@TheWhiteTower16
@typedfemale this is your fault
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Immutable Edge 🧵@ImmutableSOL
@zephyr_z9 Amzn has less internal use ramp up compared to googl and others ?
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