OpenAI investor memo touts computing advantage over Anthropic

According to the memo, which was reported by Bloomberg and CNBC, OpenAI put its own 2025 capacity at 1.9 gigawatts -- a figure it said was three times what it had the year before -- and placed Anthropic's equivalent figure at 1.4 gigawatts. OpenAI told investors it foresees its own footprint climbing into the "low-double-digit range" of gigawatts within a year and hitting 30 gigawatts by 2030, and that Anthropic would top out somewhere between seven and eight gigawatts before the close of 2027.