OpenAI reasoning model solves 80-year math problem as Anthropic hits $10.9B quarterly revenue
In a two-hour span Wednesday, OpenAI announced its reasoning model autonomously solved an 80-year-old geometry problem while Anthropic reported it's on track for $10.9 billion in Q2 revenue with $559 million in operating profit—two years ahead of internal projections. The developments came alongside Nvidia's $81.6 billion quarter, Anthropic's $1.25 billion monthly SpaceX compute deal, and a White House AI executive order signing.
OpenAI Model Cracks 80-Year Math Problem
OpenAI announced Wednesday that one of its general-purpose reasoning models autonomously solved a geometry conjecture that had stumped mathematicians for 80 years. The company did not disclose which specific model achieved the breakthrough or technical details about the problem-solving approach.
According to OpenAI, the implications extend beyond mathematics: an AI capable of original mathematical discovery could eventually drive breakthroughs across science, engineering and medicine.
Anthropic Projects First Profitable Quarter
Anthropic is on track to more than double its revenue to $10.9 billion in Q2 2026, with an estimated $559 million in operating profit, the Wall Street Journal reported. The profitability milestone arrives two years ahead of the company's internal projections.
The company simultaneously expanded its compute partnership with SpaceX, committing to spend approximately $1.25 billion per month through 2029 for access to the Colossus supercomputing infrastructure. Ahead of SpaceX's IPO filing next month, the deal positions Elon Musk as a major infrastructure broker in the AI economy.
Nvidia Posts $81.6B Quarter
Nvidia reported $81.6 billion in quarterly revenue, with its data center business alone generating $75.2 billion. CEO Jensen Huang described demand as "parabolic" and characterized the AI infrastructure buildout as "the largest infrastructure expansion in human history."
Washington and Wall Street Converge
President Trump summoned tech CEOs including Sam Altman, Dario Amodei, Elon Musk, Sundar Pichai, Andy Jassy, Mark Zuckerberg, Satya Nadella, and Tim Cook to Washington Thursday for the signing of an AI executive order. The order is expected to establish a voluntary framework requiring labs to share new models with the government 90 days before public release.
SpaceX filed for its long-awaited IPO, revealing the company's transformation into an AI infrastructure provider. OpenAI and Anthropic are also racing toward potential public offerings this year that could value all three companies in the trillions of dollars.
Disruption and Anxiety
Meta laid off approximately 8,000 workers Wednesday, even as CEO Mark Zuckerberg increases AI infrastructure spending. Recent polling shows 70% of Americans believe AI is advancing too quickly, while nearly two-thirds say it's unlikely AI will create economic gains that benefit everyone.
What This Means
The convergence of OpenAI's mathematical breakthrough, Anthropic's profitability two years ahead of schedule, and the SpaceX-Anthropic compute deal signal the AI industry's transition from research lab economics to scaled commercial operations. Anthropic's $10.9 billion quarterly revenue—if sustained—would put it on a $43.6 billion annual run rate, validating the business model behind frontier AI development.
The White House's 90-day pre-release review framework, while voluntary, formalizes government oversight of frontier models and could become a template for mandatory regulation. With SpaceX, OpenAI, and Anthropic all moving toward public markets, the AI industry is entering a phase where infrastructure access (compute), model capabilities, and regulatory positioning will determine competitive advantage.
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