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  • 17 hours ago
OpenAI circulated an investor memo criticizing Anthropic's compute strategy, claiming it will reach 30GW of compute by 2030 versus Anthropic's projected 7–8GW by end of 2027. Both companies are collectively valued at over $1T and preparing for potential IPOs as they compete against Google and Meta for AI market position.

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00:00It's Benzinga, bringing Wall Street to Main Street.
00:02OpenAI sent a memo to investors criticizing Anthropik's compute capacity and strategy
00:07as the companies compete in the artificial intelligence market, according to CNBC.
00:11The memo said OpenAI plans to reach 30 gigawatts of compute by 2030
00:15and expects Anthropik to reach about 7 to 8 gigawatts by the end of 2027.
00:20OpenAI said its infrastructure ramp is ahead and widening.
00:23It outlined a strategy focused on scaling infrastructure,
00:26improving algorithms, and lowering cost per unit of intelligence.
00:30The company said this creates a compounding advantage that supports product growth and broader access.
00:35OpenAI's concern about Anthropik is increasing as both companies compete for position in the artificial intelligence market.
00:41They are collectively valued at over $1 trillion and are preparing for potential IPOs
00:46while trying to show investors their business models can compete with Google and Meta.
00:50For all things money, visit Benzinga.com.
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