OPENAI'S Q1 REVENUE WAS $5.7 BILLION, BEATING ANTHROPIC

Summary from the TLDR AI newsletter

OpenAI reported $5.7 billion in Q1 revenue, surpassing Anthropic. The high demand for AI inference chips has companies like Amazon, Google, and potentially Microsoft vying to supply custom solutions. Anthropic's rapid adoption by enterprises has exposed compute constraints, leading it to strike deals with multiple providers to secure capacity.