OpenAI and Anthropic's Computing Power Competition Intensifies: OpenAI Plans to Reach 30 GW by 2030

Competition in the AI industry is growing fierce, with OpenAI and Anthropic competing over large language models and AI services. Their combined valuation exceeds $1 trillion, and both are advancing listing plans to prove their business models feasible under pressure from giants like Google and Meta.

OpenAI noted in an investor memo that Anthropic's computing power scale is significantly behind and resource-limited. OpenAI plans to reach 30 GW by 2030, while Anthropic is expected to have only 7-8 GW by late 2027, with the gap widening.

Anthropic recently launched a new model and is targeting the enterprise market via the "Project Glasswing" cybersecurity project; OpenAI accelerates computing power expansion, emphasizing the compound advantage from ChatGPT to reduce costs and expand AI accessibility.