AI demand is exploding, but computing power is becoming a limiting factor; OpenAI, which had made massive investments, is aiming to make a comeback.
It has been revealed that in a letter to its shareholders, OpenAI argued that 'OpenAI, which has invested heavily in computing resources, will win in the long run.'
Exclusive: OpenAI Highlights Massive Compute Advantage Over Anthropic to Investors
OpenAI slams Anthropic in memo to shareholders as rival gains momentum
https://www.cnbc.com/2026/04/09/openai-slams-anthropic-in-memo-to-shareholders-as-rival-gains-momentum.html
At a conference in December 2025, Dario Amodei, CEO of Anthropic, the company behind Claude, implicitly suggested that OpenAI was over-investing by saying that 'some players are taking too much risk,' while stating that Anthropic was acting 'responsibly.'
However, AI demand has increased rapidly since the beginning of 2026. Anthropic's annualized revenue was approximately $9 billion (approximately 1.43 trillion yen) at the end of 2025, but on April 6, 2026, it announced that its annualized revenue had exceeded $30 billion (approximately 4.77 trillion yen).
OpenAI's annualized revenue for the fourth quarter of 2025 was $16 billion (approximately 2.55 trillion yen), nearly double that of Anthropic. However, the annualized revenue announced on March 31, 2026, was $24 billion (approximately 3.82 trillion yen), clearly showing that Anthropic had overtaken OpenAI.
In this context, OpenAI sent a message to its shareholders titled 'Computing is the Key to Success.' It noted that OpenAI has already secured more than 8 gigawatts of computing power and is working towards a goal of securing 30 gigawatts by 2030, while Anthropic's computing power is projected to be 3-4 gigawatts by the end of 2026 and 7-8 gigawatts by the end of 2027. OpenAI argued that 'the difference in the growth curve of computing power is important because computing power will be a constraint on the product,' as the basis for its comeback.
Meanwhile, Anthropic has also secured agreements with Google and Broadcom to secure next-generation TPUs in the gigawatt range, stating that 'we are making our most important computing investments to date to cope with unprecedented growth.'
Anthropic, the developer of Claude, has signed a contract with Google and Broadcom to deploy Google's TPUs on a large scale - GIGAZINE
Kim Tae, an analyst specializing in the semiconductor field, commented on the frequent downtime of Anthropic's Claude due to excessive demand, stating, 'Anthropic is having problems with its conservatively assumed growth forecasts. As demand increases, Anthropic may lack the capacity to serve its customers.' He concluded, 'OpenAI's massive investment in computing power appears to have been prescient.'
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