Anthropic has disclosed that training and operating its large AI models urgently requires more computing power support. The company recently finalized new procurement commitments, adding approximately $10 billion through 2033 for leasing cloud servers—an amount not included in previously disclosed spending plans. The $34.9 billion server space leasing agreement between Anthropic and small-to-medium cloud provider Lambda may be canceled because Lambda failed to complete data center construction on schedule, though Anthropic currently has no intention of canceling it. On top of its original total planned cloud service expenditure of approximately $650 billion, Anthropic raised its total committed spending with Microsoft Azure and Google Cloud, while the amounts of other previously signed large contracts remain unchanged. Anthropic stated that it may subsequently sign more short-term computing power procurement contracts priced far higher than long-term agreements, which will squeeze operating profit margins in the short term; the main reason for its latest quarterly profit reversal is precisely high-priced short-term computing power procurement.