Why would they have more spare capacity than Anthropic? Do you have a source for that?

> According to the memo, which was reported by Bloomberg and CNBC, OpenAI put its own 2025 capacity at 1.9 gigawatts — a figure it said was three times what it had the year before — and placed Anthropic's equivalent figure at 1.4 gigawatts. OpenAI told investors it foresees its own footprint climbing into the "low-double-digit range" of gigawatts within a year and hitting 30 gigawatts by 2030, and that Anthropic would top out somewhere between seven and eight gigawatts before the close of 2027.

https://qz.com/openai-investor-memo-compute-advantage-anthro...

https://finance.yahoo.com/technology/ai/articles/openai-lift...

There's less clear info about this from Anthropic's side, but given their frequent issues and lack of resets and overall less usage given to users on their subscriptions plans, it's a pretty simple conclusion to draw.

They were famous for committing to buying compute with future money that many people thought they would go bankrupt. Anthropic was afraid of going bankrupt and didn't do the same.

Maybe because they committed to buy up 40% of the world's RAM supply by themselves and completely overestimated demand.

extremely well known fact in the industry. they have reams of spare compute for prosumers which is why they can afford to give away so many resets and have even more subsidized usage limits

we are in the "millennial lifestyle subsidy" era for AI where companies ruthlessly undercut each other in an attempt to win marketshare, before then ratcheting up prices