Comment by bob1029
1 day ago
> According to the memo, which was reported by Bloomberg and CNBC, OpenAI put its own 2025 capacity at 1.9 gigawatts — a figure it said was three times what it had the year before — and placed Anthropic's equivalent figure at 1.4 gigawatts. OpenAI told investors it foresees its own footprint climbing into the "low-double-digit range" of gigawatts within a year and hitting 30 gigawatts by 2030, and that Anthropic would top out somewhere between seven and eight gigawatts before the close of 2027.
https://qz.com/openai-investor-memo-compute-advantage-anthro...
Interesting, but also wholly incomplete without knowing how effective the respective models are and how much people are actually using them.
True, and the pricing plus token efficiency seem to suggest that gpt-5.6 is much more efficient. But hard to know since neither lab publishes that info and it’s a bit of an apples and oranges comparison.