COMPUTE WARS: OPENAI VS ANTHROPIC

Summary from the TLDR AI newsletter

Opus 4.5 was a major breakthrough that was achieved because Anthropic more than doubled its capacity. This got Anthropic close to OpenAI's total capacity, and probably much higher effective capacity available for new model runs. OpenAI will pull away in terms of compute available in the second half of this year, but 2027 will be close. OpenAI so far has much higher planned capacity for future years, but it is unlikely that Anthropic will not push as hard as possible for more compute.