OpenAI has privately warned investors that the AI industry faces a looming infrastructure reckoning, revealing in a confidential memo that it currently commands 1.9 gigawatts of computing capacity for 2025—a figure it claims is three times last year's level and significantly ahead of rival Anthropic's 1.4 gigawatts. The company projects its capacity will surge to low-double-digit gigawatts within twelve months and hit a staggering 30 gigawatts by 2030, while predicting Anthropic will plateau between seven and eight gigawatts before 2027 ends. OpenAI's document, obtained by CNBC, argues massive infrastructure spending creates a virtuous cycle of better technology and lower costs, directly countering Anthropic CEO Dario Amodei's past criticism that some competitors are recklessly 'YOLO-ing' their strategies.
On Friday, Anthropic announced another deal with CoreWeave, a cloud infrastructure company, to get more computing capacity later this year. CoreWeave’s stock went up more than 5% before markets opened. The company has signed similar deals recently, including an $11.9 billion agreement with OpenAI last year, a $6.3 billion order with Nvidia in September, and a $21 billion deal with Meta on Thursday.
Anthropic also shared that its revenue has jumped to $30 billion per year, up from around $9 billion at the end of 2025. The company said more than 1,000 businesses now spend over $1 million each year on its services, double the 500 it reported in February. The company expects to reach positive cash flow by 2027.
Meanwhile, Anthropic has gained ground in business sales, as reported by Cryptopolitan previously. Its share of enterprise spending on artificial intelligence in the United States climbed to 40%, while OpenAI’s dropped from 50% to 27% during the same time. OpenAI has responded by focusing more on business customers and coding tools.
OpenAI wants to put about $600 billion into chips and data centers through 2030, partly funded by a $122 billion fundraise. The company expects to lose $14 billion in 2026 and won’t break even until 2030.
Anthropic committed $50 billion to building computing infrastructure in the United States last November. The company runs its Claude models on different types of chips from Amazon, Google, and Nvidia, making it available on all three major cloud platforms.
The timing of OpenAI’s memo may raise questions as both companies prepare to go public. While OpenAI highlighted its larger infrastructure footprint, Anthropic is bringing in more money and spending far less to do it. Public market investors typically favor companies that can show a clear path to making a profit.
Anthropic projects it will reach that milestone by 2027, three years ahead of OpenAI’s 2030 target. The memo arrived just as Anthropic reported rapid growth in business customers, suggesting the competition between the two companies is heating up ahead of their stock market debuts.
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