Prediction: OpenAI and Anthropic to Control Most Global Compute by 2028

SucceededMind · x · 2026-08-26

Analyst Dylan predicts OpenAI and Anthropic are accelerating their monopoly on global compute. Having taken 30% of incremental compute early this year, they are projected to take 40% to 50% next year. With frontier lab compute tripling annually and newer chips being more efficient, they could control most usable flops by late 2028.

Related event: Analysts Say OpenAI and Anthropic Will Control Most of the World's Compute(4 posts)→

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