I donโt think this looks any different for all the other GenAI companies โฆ
"I can confirm that through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue"
โ Ed Zitron
Source: https://www.wheresyoured.at/costs/
And the numbers get even worse, just read the article. ๐