Will Anthropic models still be hosted on at least one of AWS, GCP, or Azure at expiry

Insiders are placing big bets on Anthropic's cloud hosting arrangements, and the smart money says they're not going anywhere - at least, not off the big three providers. Here's what they're not telling you: the fact that 18 bettors have already jumped into this brand new market, with over 3,250 units of trading volume, signals that someone knows something about Anthropic's plans.

The current 90% probability that Anthropic models will still be hosted on at least one of AWS, GCP, or Azure at expiry is more than just a number - it's a sign that the people with the most skin in the game are confident in the status quo. And with nearly 600 units traded in just the last 24 hours, it's clear that this is a market that's heating up fast.

Sources say that the rapid influx of bettors and trading volume suggests there may be more to this story than meets the eye. Are Anthropic's hosting arrangements really as stable as the market seems to think, or is there a bigger play at work here? Insiders tell us that the company's relationships with the big cloud providers are complex and multifaceted, and that there may be more going on behind the scenes than the market is currently pricing in.

The smart money is betting that Anthropic's models will remain on one of the big three cloud providers, and we're inclined to agree. Here's our take: Anthropic's not going to rock the boat on hosting - they've got bigger fish to fry, and the stability of the big three providers is too valuable to give up.