Anthropic’s S-1 Details Growing Reliance on Amazon, Google and Microsoft

Anthropic’s public S-1 filing shows that cloud marketplaces operated by Amazon, Google and Microsoft are playing a growing role in selling Claude, while the same companies also supply computing capacity and compete in AI. Marketplace sales rose from 11% of Anthropic’s revenue in 2023 to 48% in the first half of 2026, according to the filing. Anthropic’s S-1, filed on October 26, lays out the business benefits and risks of these overlapping relationships as the company prepares for a proposed public offering.