Anthropic正全面抢走OpenAI的风头，具体表现在：营收反超，其年化收入破300亿美元超越OpenAI；资本青睐，私募估值反超OpenAI，二级市场遭疯抢，OpenAI老股却无人接盘；B端碾压，在代码生成等企业市场份额远超对手。

OpenAI在向部分投资者发送的一份备忘录中表示，其2025年的算力为1.9吉瓦，是上一年的三倍。公司预计这一规模将在明年提升至“低两位数吉瓦区间”，并在2030年达到约30吉瓦。

OpenAI内部信曝光：断言死敌Anthropic深陷算力瓶颈，差距将持续拉大,openai,谷歌,人工智能,算力,anthropic ...

In February, the company said it would make London its largest research hub outside of the U.S.

看到 Anthropic 内测中的下一代旗舰模型 Mythos 强大的网络攻防能力带来的巨大影响和讨论度，奥特曼坐不住了，也计划内测 OpenAI 具有强大的网络攻防能力的 AI。 4 月 9 日，Axios 爆料：OpenAI ...

4月10日消息，面对 Anthropic 在 AI 市场的迅速崛起，OpenAI 本周向投资者发出了一份备忘录，公开对这位主要竞争对手表达了“担忧”。在信中，OpenAI 直言不讳地批评 Anthropic 的算力增长曲线明显落后，认为其深受算力资源紧缺的制约。 根据这份被媒体披露的备忘录，OpenAI 的目标是在 2030 年拥有 30 吉瓦（GW）的算力规模，而他们预计 Anthropic 到 ...

The company has told investors to expect ad ⁠revenue to ⁠surge to $11 billion in 2027, $25 billion in 2028 and $53 ​billion ...

阅读之前记得关注+星标⭐️，，每天才能第一时间接收到更新 Anthropic宣布与谷歌和博通扩大合作，采购数吉瓦级别的下一代算力。这是Anthropic迄今为止规模最大的一次算力承诺。Anthropic首席财务官Krishna ...

OpenAI is reportedly projected to generate around $2.5 billion in advertising revenue in 2026. Internal projections shared with ...

OpenAI's Stargate project in the UK is being paused due to regulatory and energy cost concerns. The major AI infrastructure ...

Handshake AI contractors from niche industries were directed to create tasks that reflect real work, like animal husbandry.

As artificial intelligence continues to rewrite the rules in countless industries, pharma companies are increasingly getting ...