OpenAI (OPENAI) Plans 30GW Compute by 2030 vs Anthropic's 7-8GW

OpenAI (OPENAI) informed investors that it aims to achieve 30 gigawatts of compute capacity by 2030, as opposed to its rival Anthropic, which is expected to have only 7 to 8 gigawatts by the end of 2027. This discrepancy in projected growth highlights OpenAI's belief that it is operating at a much larger scale, leveraging compounding advantages in infrastructure and model training that enhance revenues. Both companies are valued at over $1 trillion and are preparing for potential IPOs. OpenAI's competitive outlook against cash-rich firms like Google and Meta is also part of the broader race in the AI sector.