Patel says OpenAI and Anthropic represent 30% of new compute in 2025, rising to 40-50% in 2026.
“When you when you look at the incremental compute added, that's about 30% of the compute added this year.”
Patel claims OpenAI and Anthropic will take 40 to 50 percent of new compute next year.
“You've got Anthropic OpenAI are taking as much as 40% to 50% of compute next year.”