OpenAI slams Anthropic in memo to shareholders as its leading AI rival gains momentum

OpenAI sent a memo to investors criticizing Anthropic, its main rival in the AI market, saying Anthropic is limited by compute constraints (the computing power needed to train and run AI models). OpenAI claims it will have significantly more computing capacity than Anthropic by 2030, giving it a competitive advantage in developing more capable AI models and lowering costs. Both companies are competing intensely in the large language model (LLM, an AI trained on vast amounts of text to generate human-like responses) market and preparing for potential public stock offerings.