Anthropic disclosed in a filing on Tuesday that it has reached new procurement commitments with Microsoft and Google over the past month, with cloud server rental spending from 2024 to 2033 set to increase by approximately $10 billion compared with previously disclosed figures. Meanwhile, the $34.9 billion server rental agreement the company signed with small cloud service provider Lambda may be cancelled, because Lambda failed to complete data center construction within the agreed deadline. Anthropic stated that although the contract gives it the right to cancel, the company currently has no intention of exercising it.
