OpenAI and Anthropic Set to Consume a Third of Global New Compute

Dylan Patel of SemiAnalysis and Thom Wolf warned on the Dwarkesh podcast that OpenAI and Anthropic will consume roughly a third of the world's new compute capacity (over 5 GW) this year, with the share likely rising next year, signaling growing oligopoly risk in AI.

2026-08-28 ~ 2026-08-28 · 2 related posts

• Thom Wolf on AI Compute Centralization and Oligopoly Risks — stanfordnlp · 2026-08-28
• SemiAnalysis: Anthropic and OpenAI to swallow majority of global compute — 新智元 · 2026-08-28