Anthropic Expects to Break Even In 2028 and OpenAI In 2030

Anthropic, maker of Claude, expects to break even by 2028, while OpenAI forecasts operating losses of $74 billion until 2030.
OpenAI plans to invest significantly more in chips and data centers to become a trillion-dollar company, with the goal of attracting top researchers through stock-based compensation.
Anthropic is focused on increasing sales among corporate customers, which account for about 80% of revenue, while OpenAI invests heavily in image and video generation.
OpenAI has signed new computing deals with cloud and chip giants, putting the company on track to make up to $1.4 trillion in commitments over the next eight years.
The two companies have different business strategies: Anthropic is centered on selling its Claude chatbot to businesses, while OpenAI focuses on AI research and development.

IBL News | New York

Anthropic, maker of Claude, expects to break even in 2028, The Wall Street Journal reported yesterday.

By contrast, OpenAI forecasts operating losses of $74 billion, or roughly three-fourths of revenue at that year, expecting to turn a profit in 2030.

The maker of OpenAI expects to burn 14 times as much cash as Anthropic.

With the goal of becoming a trillion-dollar company, OpenAI, which is always in constant fundraising mode, says it is investing significantly more in chips and data centers, and doling out more stock-based compensation to attract top researchers.

“Demand for AI exceeds available compute supply today,” an OpenAI spokesman said.

Recently, OpenAI, valued at $500 billion, signed a string of new computing deals with cloud and chip giants. Altman said on X that the deals put OpenAI on the hook for up to $1.4 trillion in commitments over the next eight years.

Anthropic, valued at $183 billion, is focused on increasing sales among corporate customers, which account for about 80% of revenue. It avoids OpenAI’s costly forays into image and video generation, which require significantly more computing power. Anthropic’s AI models have also taken off among coders.

Founded four years ago by Dario Amodei [in the picture, on the right side], a former Google researcher who left OpenAI, Anthropic is centered on selling its Claude chatbot to businesses.

Microsoft is OpenAI’s largest cloud provider, while Amazon and Google are for Anthropic.

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Q. When does Anthropic expect to break even?

A. Anthropic expects to break even in 2028.

Q. What is OpenAI’s forecast for operating losses in 2028?

A. OpenAI forecasts operating losses of $74 billion, or roughly three-fourths of revenue at that year.

Q. How much cash does OpenAI expect to burn compared to Anthropic?

A. OpenAI expects to burn 14 times as much cash as Anthropic.

Q. What is the goal of OpenAI in terms of becoming a trillion-dollar company?

A. OpenAI aims to become a trillion-dollar company.

Q. Why is OpenAI investing significantly more in chips and data centers?

A. OpenAI is investing in chips and data centers to meet the growing demand for AI and to stay competitive.

Q. What type of computing deals has OpenAI recently signed with cloud and chip giants?

A. OpenAI has signed new computing deals with cloud and chip giants, putting it on the hook for up to $1.4 trillion in commitments over the next eight years.

Q. Who founded Anthropic four years ago?

A. Dario Amodei, a former Google researcher, founded Anthropic four years ago.

Q. What percentage of revenue does corporate customers account for at Anthropic?

A. Corporate customers account for about 80% of revenue at Anthropic.

Q. Which companies are the largest cloud providers for OpenAI and Anthropic?

A. Microsoft is OpenAI’s largest cloud provider, while Amazon and Google are for Anthropic.