On September 14, Dealbook and the Wall Street Journal reported OpenAI's revised compute projection and Q2 financials alongside Anthropic's profitability claim. OpenAI cut its 2030 compute projection to $750 billion from $1.4 trillion and reports $50 billion in annualized revenue after stripping out cloud-partner revenue. Anthropic's revised S-1 commits $518 billion to compute, 80% non-cancellable, and future agreements total more than $800 billion, against a first-half 2026 net loss of $81 billion, $72 billion of it fair-value charges on convertible notes. Its October 14 investor day put Q3 revenue near $17 billion, with growth slowing to 45% from 140% earlier this year, while the first-half operating loss narrowed to almost $700 million and the revenue-to-compute ratio rose to 2.1. A…