OpenAI Tells Investors It Has Computing Advantage Over Anthropic

OpenAI told investors this week that its early push to dramatically increase computing resources gives it a key advantage over Anthropic PBC at a moment when its longtime rival is gaining ground and mulling a potential public offering.

The ChatGPT maker said it has outpaced Anthropic by “rapidly and consistently” adding computing capacity to support wider adoption of its software, according to a note the company sent to some of its investors after Anthropic announced a more powerful AI model called Mythos. The ambitious infrastructure build-out, criticized by some as too costly, has enabled OpenAI to better keep pace with rising demand for AI products, the memo states.