Lambda lease may be cancelled

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112026-11Anthropic Takes On Microsoft and Google With Office Software, Discloses $10 Billion Cloud Lease CommitmentsAnthropic launched workplace software on Nov 10 that combines its Claude AI with spreadsheets, presentations and video-call note-taking, moving directly against Microsoft Office and Google Workspace. The same day, the company disclosed roughly $10 billion in additional cloud server spending through 2033 and said a $34.9 billion Lambda lease may be cancelled. Microsoft shares fell sharply.The Information