AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning Anthropic CEO Blasts OpenAI's Spending and AI Bubble Fears
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Dec 7, 2025 The Anthropic CEO raises eyebrows with bold claims about the AI industry's potential bubble. He critiques OpenAI’s massive data-center investments, suggesting they may reflect risky, short-sighted strategies. Highlighting timing uncertainties, he warns that many companies are making aggressive bets without sound risk management. Moreover, he discusses the rapid depreciation of hardware and how it affects economic viability. Anthropic's cautious approach contrasts sharply with its competitors, emphasizing a more sustainable growth model.
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Timing Uncertainty Creates Bubble-Like Risks
- Dario Amodei warns timing uncertainty creates operational and financial dangers across AI firms.
- Strong long-term fundamentals plus short-term incentives give the sector a classic bubble look.
Data Centers Are Long Bets
- Data-center construction is capital-intensive with fixed timelines that may not match when value arrives.
- Overbuilding compute capacity risks becoming stranded if demand and monetization lag expectations.
Treat Data Centers As Tangible Backstop Assets
- Investing in data centers creates tangible assets that retain value and can benefit others if unused.
- Avoid overspending to accelerate buildouts beyond what the market compensates for.