Anthropic and OpenAI on Track to Control Most Global Compute
Borthwick · x · 2026-08-26
Clement Delangue shared insights suggesting that as Recursive Self-Improvement (RSI) nears, the compute focus will shift from inference to training. Anthropic and OpenAI are poised to control most of the world's usable FLOPs in the coming years because they can monetize compute better and outbid others. The discussion also covers the potential sovereign debt crisis triggered by the projected >$10T AI capex by the end of the decade.
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