According to a CNBC report on Thursday, OpenAI directly mentioned its competitor Anthropic in a memo to investors, stating that Anthropic lags significantly behind in computing power and is constrained by resources. As Anthropic rapidly expands in the AI market, the competition between the two companies is intensifying.
In its memo, OpenAI disclosed that it plans to increase its computing power to 30 gigawatts by 2030, while Anthropic is expected to reach only 7 to 8 gigawatts by the end of 2027. “Even by the highest estimate, OpenAI’s growth rate is still ahead, and the gap is widening.”
The two companies are fiercely competing over large language models and AI services, with a combined valuation exceeding $1 trillion. Both are pushing forward with their IPO plans and attempting to prove that their business models can survive long-term under pressure from giants like Google and Meta.
Founded in 2021 by Dario Amodei, Anthropic’s core team comes from OpenAI. This week, Anthropic announced the launch of a new model and plans to make it available to enterprise customers through “Project Glasswing,” a cybersecurity initiative, further strengthening its presence in the enterprise market.
In its memo, OpenAI compared the two companies’ strategies: Amodei adopted a more conservative approach to computing power investment, while OpenAI chose to accelerate expansion.
“Next-generation infrastructure continuously enhances model capabilities, increasing the intelligence level of each token. Simultaneously, advancements in algorithms and hardware are reducing costs, making unit intelligence more cost-effective.”
OpenAI also emphasized that the company has developed a “compound advantage” since the launch of ChatGPT: stronger models and infrastructure reduce costs, while high-quality products bring higher revenue.
“This advantage enables the company to continue to expand the reach of AI, making the tools available to hundreds of millions of users for free, while providing more resources for developers and delivering capabilities to those who actually use these technologies.”
