Docs: Anthropic expects to break even in 2028, while OpenAI projects ~$74B in operating losses, or ~75% of revenue, that year before turning a profit in 2030
Financial documents from both companies show the different approaches they are taking to the AI boom
Wall Street Journal Berber Jin
Related Coverage
- $650 billion in annual revenue required to deliver 10% return on AI buildout investment, J.P. Morgan claims … Tom's Hardware · Jowi Morales
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- Anthropic to Outpace OpenAI in Server Efficiency, Internal Projections Show The Information · Sri Muppidi
- Anthropic Expects Profitability in 2028, While OpenAI Foresees $74 Billion Loss WinBuzzer · Markus Kasanmascheff
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- OpenAI predicts major AI breakthroughs by 2028, despite ‘serious weaknesses’ Capacity · Jasdip Sensi
- The most interesting thing I've read in a few weeks. — There's a lot of emphasis on AI costs but little on the variation in how efficient the companies are in their training. … Jessica E. Lessin
Discussion
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@mweinbach
Max Weinbach
on x
Reading a JP Morgan AI CAPEX report and this is such a great way to put AI ROI into perspective “to drive a 10% return on our modeled AI investments through 2030 would require ~$650 billion of annual revenue into perpetuity... which equates to $34.72/month from every current [ima…
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@edzitron.com
Ed Zitron
on bluesky
Very peculiar. Why is this very similar story involving both the supposed costs and supposed revenues - but tilted in Anthropic's favour - running in both the information and WSJ? Why is Anthropic so desperate to tell everyone it'll be profitable by 2028 all of a sudden? [embed…
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@jessefelder
Jesse Felder
on bluesky
‘While OpenAI projected spending about $235 billion on costs to train and run its AI models this year through 2028, Anthropic planned to spend less than a third of that amount in its optimistic forecast, slowing down its spending growth in the coming years.’ www.theinformation.co…