OpenAI Slams Anthropic Over Compute Power In Private Investor Memo

OpenAI is not holding back against its biggest competitor. In a recent confidential note sent out to shareholders, the AI giant took a direct shot at Anthropic. Even though Anthropic is picking up serious momentum in the corporate market with its new cybersecurity project, OpenAI believes it holds the ultimate trump card. The company claims its massive lead in raw computing power will secure its dominance over the industry for years to come.

Why having massive computing power is the key to winning

OpenAI wants investors to know that building smarter models requires an unbelievable amount of hardware. Right now, the company says it has locked down over eight gigawatts of energy for its data centers. It plans to hit a massive thirty gigawatts by 2030 to keep pushing its software forward.

On the flip side, OpenAI estimates Anthropic will only reach about seven or eight gigawatts by the end of 2027. Because of this gap, OpenAI bluntly told its financial backers that Anthropic is "operating on a meaningfully smaller curve."

The argument here is simple. If a company lacks massive server farms to crunch data, its product will eventually hit a wall. OpenAI believes this raw infrastructure scale acts as a compounding advantage. Every new generation of hardware allows it to train smarter models while actually lowering the cost to process each piece of information.

Anthropic focuses on business growth while facing a resource gap

While OpenAI brags about its energy grid, Anthropic is gaining ground in the business world. It recently launched a cybersecurity model, catching the attention of corporate clients. Anthropic clearly prefers a conservative and responsible approach to scaling its technology.

However, OpenAI thinks playing it safe will not work. Both companies are currently valued at over a trillion dollars. Each is actively trying to prove its business model ahead of potential public offerings in the USA. The latest memo has arrived soon after OpenAI challenged Anthropic's Claude Max with a $100 Pro plan for Codex. Anthropic, on the other hand, has expanded Claude Cowork and launched managed agents for enterprise use.

Investors are watching closely to see which strategy will actually pay off. Anthropic is proving it can build useful tools for specific industries. OpenAI is betting the farm on computing volume. It argues that whoever has the biggest processors will win. Time will reveal if raw power beats a focused strategy.