OpenAI cites computing advantage over Anthropic to investors

OpenAI (OPENAI) told investors this week that its early efforts to increase computing resources give it a vital advantage over rival Anthropic (ANTHRO), Bloomberg News reported.

OpenAI said it has outpaced Anthropic by "rapidly and consistently" adding computing capacity to support wider

OpenAI states it has ramped up computing capacity faster than Anthropic, with projections to further widen the gap, giving it a key advantage in supporting broader AI adoption.

OpenAI is investing heavily in data centers and chips, intending to spend about $600B by 2030, while Anthropic has pledged $50B on U.S. data centers and secured partners for additional computing resources.

OpenAI's aggressive outlays enable it to meet rapid demand, though some criticize the spending; Anthropic is more cautious, which, according to OpenAI, may have led to underestimating demand for AI products.