OpenAI’s compute lead numbers
OpenAI told investors it estimated 1.9 gigawatts of compute capacity versus Anthropic’s 1.4GW as of 2025, framing scale as a competitive advantage. (qz.com)
OpenAI told investors this week that it had more computing capacity than Anthropic in 2025, casting raw power supply as a lead in the artificial intelligence race. (bloomberg.com) In the memo, OpenAI said it had 1.9 gigawatts of compute capacity available in 2025, up threefold from a year earlier. It estimated Anthropic ended 2025 at 1.4 gigawatts. (cnbc.com) A gigawatt is a measure of electrical capacity, and data center operators use it as a shorthand for how much hardware a campus can run. OpenAI told investors it expects its capacity to reach the low double digits in gigawatts next year and about 30 gigawatts by 2030. (bloomberg.com) The memo landed as OpenAI and Anthropic are competing for the same scarce ingredients: power, Nvidia chips, cloud contracts, and enterprise customers. Both companies have also been discussed as eventual public-market candidates, making growth and infrastructure claims more consequential. (finance.yahoo.com) OpenAI has spent the past year tying its model roadmap to giant data center buildouts. In September 2025, OpenAI, Oracle, and SoftBank said Stargate had nearly 7 gigawatts of planned capacity and more than $400 billion of planned investment over three years. (openai.com) Anthropic has answered with fresh supply deals of its own. CoreWeave said on April 10, 2026, that it signed a multi-year agreement to support development and deployment of Anthropic’s Claude models, with compute coming online later in 2026. (investors.coreweave.com) The fight is not only about who has more servers. OpenAI said in June 2025 that it had reached $10 billion in annual recurring revenue, while recent reports said Anthropic’s revenue run rate had climbed above $30 billion in April 2026. (cnbc.com; originofbots.com) OpenAI used the memo to argue that bigger compute supply can translate into faster product rollouts and wider model access. Anthropic’s new cloud deals suggest it is trying to close that gap before the next round of model launches and fundraising. (cnbc.com; investors.coreweave.com)
