Patel: OpenAI and Anthropic consume 30% of top-tier AI chips
Dylan Patel · Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization · Aug 18, 2025 · at 14:38
SemiAnalysis CEO Dylan Patel breaks down the global distribution of advanced AI hardware spend across frontier research labs, digital ad platforms, and cloud providers.
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“Just OpenAI and Anthropic and the compute that they have and are getting this year from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle for OpenAI, 30% of the chips are going to them, just those two companies.”
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