Susana SchwartzTikTok's inadvertent 'Sovereign Tech' advantage
Like the Star Wars tension between the Dark Side and the Jedi side, there’s intrigue in the OpenAI-Anthropic race and the paradoxical surge Anthropic saw when it stuck to its “safety-first” roots. The “focused vs. scattered” strategies differentiate the two companies, who have a deeply personal, high-stakes rivalry that makes their respective dominance in the consumer and enterprise AI market all the more compelling.
OpenAI holds a commanding lead in total raw compute capacity, but Anthropic has established a lead in compute efficiency—generating significantly more revenue for every GW spent. Whether success comes down to raw power or efficiency will remain one of the most debated-topics in the industry. To see a deeper dive, read the story here.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Rack-to-Ran with Ciena: Mark Bieberich says the rapid rise of neocloud providers is exerting pressure on telecom networks, forcing vendors and operators to adapt to faster scaling cycles, unpredictable traffic patterns, and evolving operational models.
Nearly 1/2 DC capacity due to hyperscalers: About 48% of worldwide data center capacity at the end of 2025 was attributable to hyperscalers – a share projected to rise to 67% by 2031, according to Synergy chief analyst, John Dinsdale.
Anthropic-OpenAI race: The “focused vs. scattered” strategies differentiate Anthropic from OpenAI, with Anthropic focused on its core Claude reasoning models and tools like Claude Code, and OpenAI pursuing ChatGPT and many side quests.
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Amazon in MS: Amazon announced a new $12 billion investment in Mississippi, bringing its total commitment there to $25 billion—the largest capital investment in Mississippi’s history and solidifying the state’s position as a leader in technology.
CoreWeave is “cooking”: In addition to its $21 billion deal with Meta, CoreWeave today announced a multi-year agreement with Anthropic to power its Claude AI models. Nine of the top-10 AI model providers now use CoreWeave.
AlphaTON $43 Million Partnership: Vertical Data Inc. entered a partnership with AlphaTON Capital on April 9 to deploy a GPU cluster using Nvidia B300 architecture, focusing on privacy-preserving infrastructure.
Microsoft “Bit Bunkers”: Microsoft President Brad Smith mentioned the company is considering armored data center designs for conflict-prone regions following kinetic attacks in the Middle East.
Amazon’s “Project Houdini”: Internal documents revealed today that AWS is launching Project Houdini, an initiative to move data center construction into factories using preassembled modular units to slash months off build timelines.
Applied Digital 139% revenue surge: The company’s fiscal Q3 2026 results show a 139% YoY revenue surge to $126.6 million, driven by activation of its next-generation data center assets, such as Delta Forge 1, its new 430 MW AI Factory.
