Caroline Hyde

thick and fast this week.

What do they compete against?

And how is that competition between the Frontier Labs?

More on that next as Bloomberg Tech.

It has been a busy week for AI model releases, with new announcements from China's Alibaba, as well as Anthropic, Meta.

Let's break this all down with Bloomberg's AI reporter, Shirin Ghaffari.

It's been an extraordinary week, and just the fear factor alone around Anthropic and Mythos, how are you discerning whether it's real worries about its power or real lack of compute that means it's doing a slow rollout here?

So it's a fair question.

Until we have this model rolled out more widely, it's going to be difficult to say.

Right now, there are under 50 organizations, partner organizations that can actually get their hands on this model.

That being said, from the few people who have publicly experimented with it and talked about it, they are taking it seriously.

And as Bloomberg reported this morning, the government is as well hosting a meeting among some government leaders to talk about the

potential vulnerabilities to the financial sector that technologies like this could raise if released.

Shireen, what has all this meant for OpenAI?

Because it's been an extraordinary week for them as well in terms of public relations, but also what's been happening in terms of them saying to their own investors, according to your reporting, that, look, we're ahead of the game because we've got more compute, but yet they're not going ahead with certain compute projects in the UK, for example.

Yes, again, you know, everyone is parsing different signals here and trying to understand which way things are headed or rather why certain decisions are made.

But what we do know is that there is still this compute crunch in all the major AI labs.

say they need much more compute in order to be able to serve their customers, and that tracks with what we're seeing in terms of restrictions on free usage with some of the major vendors, and they're charging more for the most premium products.

So with OpenAI, what we know is that they still very much have these ambitious plans for Stargate to roll out lots and lots of gigawatts of energy that people have never seen before in terms of the size numbers for powering AI.

At the same time, we are seeing a pullback on that UK site, a pause, citing energy concerns, citing regulatory concerns.