With Anthropic gaining momentum in the booming AI market, OpenAI sent a memo to investors this week slamming its chief rival for “operating on a meaningfully smaller curve,” and characterizing the company as compute constrained.
OpenAI said it’s planning to have 30 gigawatts of compute by 2030, while it expects Anthropic to have roughly 7 to 8 gigawatts by the end of 2027, according to the memo, which was viewed by CNBC.
“Even at the high end of that range, our ramp is materially ahead and widening,” OpenAI said. Bloomberg was first to report on the memo.
OpenAI’s concern with Anthropic is building as the companies battle for positioning in the rapidly evolving market for large language models and artificial intelligence services. The two companies are collectively valued at over $1 trillion and both are gearing up for IPOs, potentially this year, while trying to convince investors that they have sustainable business models that can withstand the pressure of going up against cash-rich companies like Google
and Meta
