Analyst: Anthropic lacks the compute to scale Opus 5.5 against an OpenAI launch

haider1 · x · 2026-09-28

haider argues Anthropic simply doesn't have enough compute to support Opus 5.5 at the scale needed to absorb a huge wave of users from OpenAI's rumored Astra launch — which is why OpenAI isn't worried. But he adds OpenAI has its own constraints: even with more compute, they hit capacity limits, quantize models, and cut usage.

Original post →

More from Companies & People

Companies & People channel →