causal
OpenAI's aggressive deals beat Anthropic's caution
Anthropic was conservative on compute commitments to avoid bankruptcy risk, while OpenAI signed aggressive deals across many providers (CoreWeave, Oracle, SoftBank Energy, NScale); as a result OpenAI has far more compute access by year end, and Anthropic now must use lower-quality providers or pay revenue-share markups to catch up.
causalpending
Speaker
Dylan PatelEvidence Quote
“OpenAI has got way more access to compute than Anthropic by the end of the year. What does Anthropic have to do to get the compute? They have to go to lower-quality providers that they would not have gone to before.”
Source
Dwarkesh Patel Podcast - Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:34:26 AM
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