OpenAI slams Anthropic in memo to shareholders as rival gains momentum

kept by eddie apr 10

OpenAI told investors that Anthropic operates on a smaller compute curve, claiming it will have 30 GW by 2030 versus Anthropic's 7-8 GW by 2027.

The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
also on Broadcom, #data-centers, #competition, OpenAI, #business-strategy, #ai
OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
also on Broadcom, #competition, OpenAI, #business-strategy, #ai
For OpenAI and Anthropic, the Competition Is Deeply Personal - The New York Times
A fight over Pentagon contracts reveals how OpenAI and Anthropic's leaders are feuding over the future of the AI industry.
also on Dario Amodei, Sam Altman, #competition, OpenAI, Anthropic, #business-strategy, #ai
Can AI companies become profitable?
Epoch AI's analysis of GPT-5 finds that while it had a 30% gross margin, it failed to recoup R&D costs during its four-month lifecycle, making AI models currently unprofitable.
also on Dario Amodei, Sam Altman, #competition, OpenAI, Anthropic, #business-strategy, #ai
The Architects of AI: Person of the Year 2025
TIME names Jensen Huang and other AI leaders as Person of the Year, arguing their technology reshaped global economy, geopolitics, and daily life in 2025.
also on Sam Altman, #data-centers, OpenAI, #ai