Anthropic vs. OpenAI: costs and revenue models

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic’s lawsuit against the Pentagon over its supply chain risk designation and how OpenAI’s new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI’s sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI’s Texas data center twist, Nvidia’s $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic’s aggressive bet on Google TPUs and Fluidstack.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-risk

https://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dod

https://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-community

https://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abilene

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