The Information's TITV Anthropic’s Multi-Billion Revenue Share, Meta & Nvidia’s New Partnership, $10M Paydays for Data Center Executives
39 snips
Feb 18, 2026 
Sri Muppidi, tech reporter on Anthropic/OpenAI deals; Anissa Gardizi, cloud and compute reporter on data-center strategy; Reed Duchscher, founder of Night Media on creator-economy growth; Stephanie Palazzolo, AI reporter on continual learning. They discuss Anthropic’s massive revenue-share deals with cloud providers. They unpack Meta and Nvidia’s big partnership. They cover soaring paychecks and talent driving AI data-center buildouts.
AI Snips
Chapters
Transcript
Episode notes
Anthropic's Massive Cloud Revenue Share
- Anthropic shares a much larger slice of revenue with cloud partners than previously known, rising from $1.3M to hundreds of millions and billions forecasted.
- Sri Muppidi found Anthropic may pay Amazon ~50% of gross profit and Google ~20–30% of net revenue for reseller deals.
Why Cloud Providers Resell Competing Models
- Cloud providers resell AI models to enterprise customers and take large cuts similar to traditional software reseller deals.
- These agreements bundle compute, chips, and revenue share, making the lab-cloud relationship highly symbiotic.
OpenAI's Distinct Microsoft Deal
- OpenAI's Microsoft deal is structured differently: Microsoft receives 20% of total revenue, not gross profit.
- That revenue share extends to 2032 and is weighted more heavily in later years, easing near-term cash flow pressure for OpenAI.