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OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

OpenAI Bets $750 Billion on AI Infrastructure While Anthropic Struggles With Compute Shortages Ahead of IPOs

Jul 27, 2026
The Deep View

OpenAI is betting $750 billion on AI infrastructure by 2030, including a $30 billion Georgia data center, while rival Anthropic faces user outages and compute shortages from its reliance on leased cloud resources, highlighting a growing divide in AI infrastructure strategy ahead of both companies' anticipated IPOs.

Z.ai Closes In On $1 Billion In Annual Sales, Set To Become First Independent Chinese AI Firm To Hit Milestone

Z.ai Closes In On $1 Billion In Annual Sales, Set To Become First Independent Chinese AI Firm To Hit Milestone

Jul 20, 2026
TNW | Artificial-Intelligence

Z.ai is closing in on $1 billion in annual sales, positioning it to become the first independent Chinese AI firm to hit the milestone, fueled by a sixtyfold surge in API revenue and aggressive open-sourcing of its most powerful models — though it remains lossmaking and heavily reliant on state-owned …

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