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OpenAI slams Anthropic in memo to shareholders as its leading AI rival gains momentum Share VIDEO 4:24 04:24 OpenAI is chasing Anthropic right now, says Big Technology's Alex Kantrowitz [C...

SOFTBANK GRP UNSP/ADR (SFTBY) 
NASDAQ:AMEX Investor Relations: softbank.jp/en/corp/irinfo/presentations
Company Research Source: CNBC
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. Anthropic announced a powerful new model this week that will roll out to a select group of companies as part of a new cybersecurity initiative called Project Glasswing. Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event titled “Transforming Business through AI” in Tokyo, on Feb. 3, 2025. 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 wideni Show less Read more
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