OpenAI sent a confidential memo to shareholders this week addressing the growing market presence of its rival, Anthropic, in the generative artificial intelligence (AI) sector. In the leaked memo, OpenAI stated that Anthropic was operating on a smaller scale, citing limited access to computing power for training and expanding its AI models.
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New trading tool for NVDA bearsOpenAI Claims Lead Over Anthropic in Compute Growth
According to the memo, OpenAI said that although its heavy investment in infrastructure was criticized for being too costly, it is now helping the company keep up with the growing demand for AI products. The company reported that it had 1.9 gigawatts (GW) of computing capacity in 2025 and expects it to increase to a low double-digit range next year, reaching roughly 30 GW by 2030.
In comparison, OpenAI estimated that Anthropic ended 2025 with just 1.4 GW of capacity and is expected to reach between 7 and 8 GW next year. This comes as Anthropic recently secured a deal with Google (GOOGL) and Broadcom (AVGO) for 5 GW of next-generation TPU capacity starting in 2027.
“Even at the high end of that range, our ramp is materially ahead and widening,” OpenAI said in the memo. OpenAI projects that it has outpaced Anthropic by “rapidly and consistently” adding computing capacity to support wider software adoption and demand for AI services.
Anthropic AI Expansion Challenges OpenAI
OpenAI’s leaked memo comes after Anthropic unveiled its latest AI model, Mythos, this week. The company said that the model carries significant cybersecurity risks and later limited access to a small group of companies under a new initiative called Project Glasswing. Following the launch, reports indicate that OpenAI is now developing a competing cybersecurity AI as part of a restricted program called “Trusted Access for Cyber.”
The recent memo generally highlights rising competition between AI companies, especially as Anthropic’s Claude models gain traction among enterprise users. As of April, the company has reportedly reached an annualized revenue run rate of over $30 billion, surpassing OpenAI’s.
Which AI Stocks to Buy Right Now?
OpenAI and Anthropic are private companies preparing for potential initial public offerings (IPOs) by the end of 2026. As a result, they do not have publicly traded stock. Investors looking to buy AI stocks can explore publicly traded alternatives such as Nvidia (NVDA), Micron (MU), Microsoft (MSFT), GOOGL, and Meta Platforms (META). TipRanks Stocks Comparison Center indicates that all the stocks listed above carry “Strong Buy” ratings from analysts.
