OpenAI Tells Investors Infrastructure Advantage Over Anthropic Amid Competitive Pressure

Apr 11, 2026

OpenAI sent a memo to investors this week claiming its early computing infrastructure buildout provides a key advantage over rival Anthropic, projecting 30 gigawatts of compute by 2030 compared to Anthropic's expected 7-8 gigawatts by end of 2027. The memo characterizes Anthropic as compute constrained and argues OpenAI benefits from compounding advantages where better infrastructure enables more capable models, lowering costs and generating higher revenue. Anthropic, founded in 2021 by former OpenAI researchers led by CEO Dario Amodei, counters with enterprise market wins and this week announced Project Glasswing, a cybersecurity initiative, plus a major deal with Google and Broadcom. Both companies, collectively valued over $1 trillion, are preparing for potential IPOs this year while trying to convince investors they can compete against cash-rich tech giants like Google and Meta.

OpenAI's Infrastructure Advantage Claims Over Anthropic

▪OpenAI benefits from compounding advantage, with better infrastructure and models lowering costs, and superior products leading to higher revenue.
▪OpenAI stated that each new generation of infrastructure lets OpenAI train more capable models, making every token more intelligent than the one before.
▪OpenAI sent a memo to investors this week characterizing Anthropic as operating on a meaningfully smaller curve.
▪OpenAI stated that algorithmic gains and hardware improvements reduce the cost to serve each token, lowering the cost per unit of intelligence.
▪OpenAI expects Anthropic to have roughly 7 to 8 gigawatts of compute by the end of 2027.
▪OpenAI is planning to have 30 gigawatts of compute by 2030.
▪OpenAI characterized Anthropic as compute constrained in the memo to investors.

Anthropic's Market Momentum and Strategic Positioning

▪Dario Amodei has commented about a deliberately conservative compute strategy for Anthropic.
▪Anthropic announced a powerful new model this week that will roll out to a select group of companies as part of Project Glasswing.
▪Anthropic announced a deal with Google and Broadcom earlier this week.
▪Project Glasswing is a new cybersecurity initiative by Anthropic.
▪Anthropic was founded in 2021 by CEO Dario Amodei and a group of researchers and executives who defected from OpenAI.
▪Anthropic CFO Krishna Rao stated that Anthropic is making its most significant compute commitment to date.