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▶ 0:56 · $T · OpenAI and Anthropic are Scared of this Trend
episode briefing
The Information

OpenAI and Anthropic are Scared of this Trend

2026-08-21 · 6 company · 7 thematic
sentiment
3 bull2 bear1 neu
speakers
aaron holmes

Covers Microsoft for The Information, reporting on Microsoft's AI chip strategy, cloud infrastructure, and semiconductor supply chain dynamics.

quote
“they are now using open-source models for around 40% of that AI usage, and you know, want to get it even closer to 60 or 70% in the coming years. And you know, part of that goal is to keep the amount that they're spending on OpenAI and Ant…”
—aaron holmes
now playing · $T
$T···neutral· mediumaaron holmes
AT&T targets 60-70% open-source AI to cap OpenAI/Anthropic spend
AT&T processes 45B tokens daily internally and aims to shift 60-70% of AI workloads to open-source models (Nvidia NeMo, Llama, Gemma) running on its own data centers to keep found…
$META···bullish· lowaaron holmes
Meta's Llama models power 40% of AT&T's internal AI usage
Llama is a core component of AT&T's open-source AI strategy, with the telecom giant customizing and running Meta's models on its own data centers to replace paid API calls to fron…
$GOOGL···bullish· lowaaron holmes
Google's Gemma models adopted by AT&T for cost-sensitive AI tasks
Gemma is being evaluated and customized by AT&T alongside Llama and NeMo, showing Google's open models gaining enterprise traction as a cost-effective alternative to closed-source…
$NVDA···bullish· lowaaron holmes
AT&T customizes Nvidia NeMo models for internal AI workloads
Nvidia's NeMo framework is being adopted by AT&T for customizing open-source models, demonstrating enterprise traction for Nvidia's software stack beyond GPUs as companies build s…
$OPENAIbearish· mediumaaron holmes
OpenAI rushes enterprise privacy features to counter open-source threat
OpenAI and Anthropic are racing to launch confidential computing and data privacy controls as a direct response to enterprises like AT&T shifting workloads to self-managed open-so…
$ANTHROPICbearish· mediumaaron holmes
Anthropic matches OpenAI privacy push amid enterprise open-source shift
Anthropic quickly followed OpenAI's enterprise privacy announcements, suggesting competitive pressure from open-source alternatives is forcing both frontier labs to prioritize dat…