Anthropic Set to Pay Cloud Partners $80 Billion Through 2029

How much will Anthropic pay the world’s cloud leaders to run its artificial intelligence model?

An analysis of the company’s forecasts published Wednesday (Feb. 18) by The Information shows that the company expects it will pay Amazon, Google and Microsoft at least $80 billion to run its Claude AI on their servers through 2029.

The report adds that this isn’t the only way the tech companies can earn revenues from Anthropic, as they also get a cut when their customers purchase Anthropic’s AI. It’s a fast-growing revenue stream, The Information added.

Anthropic paid roughly $1.3 million in 2024 to cloud providers as their cut of AI sales, the report said, citing the company’s disclosures. But that amount was expected to increase to around $360 million for 2025, $1.9 billion this year and $6.4 billion in 2027, the news outlet’s study of Anthropic’s forecast and past payments found.

According to the report, these revenue sharing payouts make up roughly one-tenth of its overall projected revenue for those years, according to the company’s past financial disclosures.

Sources familiar with the company’s finances told The Information that roughly half of Anthropic’s gross profits on selling its AI via Amazon has gone to Amazon. These gross profits represent the revenue Anthropic sees from selling artificial intelligence on Amazon, after paying to run that AI on Amazon’s cloud server.

The news comes days after Anthropic announced it had raised $30 billion in a Series G funding round valuing the company at $380 billion. That’s up from the $183 billion the company reached when it raised $13 billion five months ago.

In announcing the new valuation, Anthropic attributed investors’ interest in part to the company’s strength in enterprise AI and coding, and it said it will use the new financing to support that strength with continued frontier research, product development and expanded infrastructure.

“Whether it is entrepreneurs, startups or the world’s largest enterprises, the message from our customers is the same: Claude is increasingly becoming critical to how businesses work,” Anthropic Chief Financial Officer Krishna Rao said in the announcement.

“This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on.”

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