Anthropic relies on Google, Amazon and Microsoft for nearly half its revenue

Investing.com -- Anthropic PBC generated 48% of its revenue through cloud marketplace sales from Alphabet Inc.'s Google, Amazon.com Inc. and Microsoft Corp. in the first half of 2026, up from 11% in 2023, according to the company's IPO filing published Monday. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The artificial intelligence company paid $2.7 billion more to channel partners, including the cloud providers, in the first half compared to a year earlier. The cloud providers bill customers and transfer payments to Anthropic after deducting their fees. Anthropic reported sales of $11.