OpenAI CEO Sam Altman recently spoke at the “Transforming Business through AI” event in Tokyo alongside SoftBank Group CEO Masayoshi Son, where the dynamic landscape of artificial intelligence was a hot topic. Amidst this growing competitive environment, OpenAI has expressed concerns about its rival, Anthropic, in a memo to investors, critiquing the company for being “compute constrained” and operating on a “meaningfully smaller curve.”
According to the memo, which CNBC obtained, OpenAI aims to achieve 30 gigawatts of compute power by 2030, while projecting that Anthropic will reach only approximately 7 to 8 gigawatts by the end of 2027. “Even at the high end of that range, our ramp is materially ahead and widening,” the memo stated, reflecting OpenAI’s commitment to scaling its resources rapidly.
The competition between OpenAI and Anthropic is intensifying as both firms vie for dominance in the burgeoning AI market, particularly in large language models and AI services. With a collective valuation exceeding $1 trillion, both companies are preparing for potential IPOs this year, striving to demonstrate robust business models to investors in the face of competition from well-capitalized giants like Google and Meta.
Anthropic, founded in 2021 by Dario Amodei and other former OpenAI researchers, has made strides in the enterprise sector. Earlier this week, the company unveiled a new model as part of its cybersecurity initiative, “Project Glasswing,” which will be launched for select clients. In response to OpenAI’s critiques, an Anthropic spokesperson highlighted the company’s partnership with Google and Broadcom, signaling a significant investment in compute resources. “We are making our most significant compute commitment to date to keep pace with this unprecedented growth,” said CFO Krishna Rao.
OpenAI’s memo also addressed Anthropic CEO Dario Amodei’s conservative compute strategy, contrasting it with their own aggressive approach. “Each new generation of infrastructure lets us train more capable models, making every token more intelligent than the one before,” the memo continued, noting that advancements in algorithms and hardware are decreasing operational costs.
The company, which pioneered the generative AI movement with ChatGPT’s late 2022 launch, emphasized its “compounding advantage.” OpenAI argues that its superior infrastructure and models not only lower costs but also enhance revenue generation, enabling wider access to AI tools. “This leverage also enables OpenAI to continue democratizing AI by making our tools available to hundreds of millions of people for free,” the memo stated, underscoring the company’s commitment to supporting developers using its technology to solve real-world challenges.
As the race for AI supremacy unfolds, the dynamic between OpenAI and Anthropic illustrates the competitive pressures inherent in an increasingly crowded marketplace. With both companies pushing the boundaries of what’s possible in artificial intelligence, industry observers will be closely watching how their strategies evolve in the coming months and years, as they set the stage for future innovations in this rapidly changing field.
Original Source: https://www.cnbc.com/2026/04/09/openai-slams-anthropic-in-memo-to-shareholders-as-rival-gains-momentum.html
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Publish Date: 2026-04-10 05:30:00
