OpenAI has surpassed Anthropic in wallet share on OpenRouter, rising from 20% to over 50% in early September 2026, driven by its latest Astra model. The shift signals growing inference demand for AI infrastructure, which analysts suggest could drive increased capacity needs and benefit infrastructure providers like Oracle.
A social media post expresses high confidence in a potential long-term agreement between IREN and Anthropic based on AI infrastructure and GPU deployment signals. Separately, Bitget launched a derivatives product tracking rental prices of NVIDIA H100 and B200 GPUs, offering traders direct exposure to AI compute infrastructure costs.
A financial analyst compares four Indian tech companies' exposure to AI and GPU demand, arguing they cannot be evaluated using identical metrics. E2ENetworks and ESDS operate compute infrastructure businesses with different risk profiles, while TCS and HCLTech are services firms moving into AI infrastructure; each faces distinct capital, margin, and competitive risks despite benefiting from the same AI tailwind.