Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)
Anthropic projects break-even by 2028, while OpenAI forecasts profitability in 2030, according to internal investor materials. OpenAI is committing about $1.4 trillion over eight years for data centers and chips, targeting $20 billion in 2025 revenue. Anthropic is expanding its hardware partnerships to cut costs and boost supply resilience. Foxconn reported strong AI server demand through 2026 and teased an OpenAI announcement next week.