Anthropic’s move to diversify from Nvidia chips may give it an edge against OpenAI
Anthropic has reportedly been upping its revenue forecasts, and appears to be catching up to market leader OpenAI.
Anthropic’s thriving API business is juicing its revenues, and it has made some strategic moves that are boosting its margins.
Unlike OpenAI’s all-Nvidia strategy, Anthropic has diversified to also use chips from Amazon and Google, according to a report from The Information.
The cheaper, more efficient chips may be part of the reason that Anthropic is projecting that it will be profitable in 2027.
The report also notes that OpenAI’s expensive $40 billion “backup” server build-out is part of its plan to eventually monetize hundreds of millions of nonpaying ChatGPT users, while Anthropic is generating 80% of its revenue from paid API access and isn’t spending as much to serve its much smaller base of free users.
Unlike OpenAI’s all-Nvidia strategy, Anthropic has diversified to also use chips from Amazon and Google, according to a report from The Information.
The cheaper, more efficient chips may be part of the reason that Anthropic is projecting that it will be profitable in 2027.
The report also notes that OpenAI’s expensive $40 billion “backup” server build-out is part of its plan to eventually monetize hundreds of millions of nonpaying ChatGPT users, while Anthropic is generating 80% of its revenue from paid API access and isn’t spending as much to serve its much smaller base of free users.
