Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)
Key Points at a Glance What the New Profitability Forecasts Tell Us Internal projections shared with investors show starkly different roads to the black for the two most closely watched AI startups. Anthropic outlines a path to break‑even in 2028, whereas OpenAI doesn’t project profitability until 2030. The figures were surfaced in a Wall Street Journal analysis and amplified by financial outlets on Tuesday and Wednesday. Investing.com The report also describes Anthropic’s focus on enterprise customers (roughly 80% of revenue) and a leaner product mix—notably avoiding cost‑heavy image and video generation—along with a plan to compress cash burn from about