OpenAI told investors its rapid expansion of computing capacity gives it an edge over Anthropic, arguing “compute is now a product constraint.” OpenAI said it reached 1.9 gigawatts in 2025 and expects up to 30 by 2030, ahead of Anthropic’s projected growth. Anthropic has faced service strains and is boosting infrastructure spending. CFO Krishna Rao said its Google-Broadcom partnership reflects a “disciplined approach.” CEO Dario Amodei said some rivals are “YOLO-ing.”