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Analyst predicts Anthropic and OpenAI will control most global compute by 2028

This story is from 2026-08-25. It is preserved in the archive; the latest stories are on the live feed.

SemiAnalysis founder Dylan Patel says Anthropic and OpenAI will control most of the world's compute by 2028, with $11 trillion in AI capex expected between 2024 and 2029.

Read the full story at Techmeme ↗

Timeline · 2 reports

  1. 2026-08-26 11:25 · Techmeme
    Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more (Dwarkesh Patel/Dwarkesh Podcast)
  2. 2026-08-25 15:32 · Dwarkesh Podcast
    Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

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