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Exclusive-Anthropic IPO prospectus lays bare deep dependence on Big Tech partners

Sept 29 (Reuters) - Anthropic's IPO prospectus shows ⁠how much it depends on a small group of customers and tech giants, highlighting key risks for the AI developer as it asks investors to back its ambitious, capital-intensive ⁠plan that it says will transform the global economy.

The Star MalaysiaEcho Wang, Krystal Hu查看原文 ↗
独家披露的Anthropic IPO招股说明书揭示了其对大型科技合作伙伴的深度依赖

FILE PHOTO: An Anthropic logo is displayed at Moscone Center during the Dreamforce 2026 technology summit in San Francisco, California, US, September 17, 2026. REUTERS/Carlos Barria/File Photo

Sept 29 (Reuters) - Anthropic's IPO prospectus shows ⁠how much it depends on a small group of customers and tech giants, highlighting key risks for the AI developer as it asks investors to back its ambitious, capital-intensive ⁠plan that it says will transform the global economy.

The company routed 47% of its sales to customers last year through cloud partners Amazon and Alphabet's Google, according ‌to a copy of its confidential IPO filing seen by Reuters. Those two companies, which are supercharging the AI developer's distribution and collecting customer bills on itsbehalf, are also big Anthropic investors, critical suppliers of computing power and direct rivals in AI.

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