Free newsletter: The ROI debate has come at worst time for Anthropic and OpenAI - two companies that can’t afford to slow down thanks to their $1.1 trillion in ... (opens in new tab)

Free newsletter: The ROI debate has come at worst time for Anthropic and OpenAI - two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments and a data center buildout that needs a trillion in annual revenue by 2030. There's currently less than $100bn. <img alt="Image" src="/images/1px.png" data-src="