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.
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