Commentary: Anthropic's coding rise turns OpenAI GPUs into dominance
Yuchenj_UW · x · 2026-09-02
YuchenjUW noted that OpenAI's GPU purchases initially seemed excessive, but with Anthropic dominating coding, those GPUs are now a 'superpower'. The view is that OpenAI can force a duopoly in the coding market by constantly resetting and catching up quickly.
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