OpenAI Projects $111B Compute Spend by 2028 vs Anthropic's $27B
OpenAI's consumer ChatGPT model with large free-user base, heavy reliance on Nvidia GPUs, and diverse R&D bets across music, browser, and video products drive significantly higher…
Anthropic Projects 4-5x Lower Compute Costs Than OpenAI Through 2028
Anthropic's enterprise API focus (80% of revenue), diversified chip strategy across Nvidia, Amazon, and Google silicon matched to workloads, and narrower R&D scope drive dramatica…