Anthropic’s business chief told CNBC that Anthropic is focused on growing its business rather than making “slick headlines” as a public war of words between the AI ​​giants continues, taking a thinly veiled swipe at rival OpenAI.

Anthropic aired an ad during Super Bowl Sunday mocking OpenAI’s decision Start testing ads On ChatGPT. OpenenAI CEO Sam Altman Calling Anthropic’s advertising “deceptive.” Against this backdrop, leading AI model players are locked in a fierce competition to attract businesses to sign up to use their products.

In an interview with CNBC, Smith also said the sell-off in software stocks triggered by Anthropic’s Claude Cowork tool was “overblown.”

Anthropic spends millions super bowl adA 60-second pre-match ad and a 30-second in-game ad, which highlighted: “Advertising is about to enter the era of artificial intelligence. But not to Claude. “

Smith told CNBC it was a “conscious decision” not to feature advertising for Crowder. Advertisements, he said, would lead Anthropic “in a direction of optimizing for the wrong things.” Without ads, the company could focus on areas such as making AI models smarter and “truly helpful, safe and trustworthy,” he added.

OpenAI’s ChatGPT is gaining traction with consumers, while Anthropic is focused on selling its AI to enterprises.

Smith said it’s “non-conflicting” that Anthropic doesn’t serve ads because it’s focused on selling artificial intelligence to businesses.

“We’re not competing with other partners for eyeballs or ad revenue or anything else,” he added.

“Our focus is on model quality, model efficacy, and how it integrates into the broader enterprise, and that goes back to all of our investments that we’re really focusing on… We’re just focused on different things. Our focus is not divided.”

Altman said Anthropic’s Super Bowl ad was “funny” but “clearly dishonest,” adding that OpenAI “clearly would never serve ads in the manner Anthropic describes.”

OpenAI has not responded to CNBC’s request for comment after this article was published.

Anthropic selection has $50 billion pledged building data centers in the U.S., but it also spends money from companies like Microsoft and Google. Meanwhile, OpenAI promises over $1 trillion Future infrastructure development with partners, including NVIDIA, Oracle and Broadcom.

When asked about Anthropic’s approach to infrastructure compared to companies like OpenAI, Smith said: “We haven’t done the flashy headlines that some companies do, we’ve been focused on growing revenue and winning business, rather than spending money and announcing the biggest computing deals that we might be able to do.”

OpenAI announced A range of partnerships recent months. Among them, Nvidia said it will invest $100 billion to support OpenAI as it builds and deploys at least 10 gigawatts of Nvidia systems.

Recently, OpenAI announced $10 billion deal Partnering with chip manufacturer Cerebras to deploy 750 megawatts of Cerebras artificial intelligence chips. it and other protocols AMD and Broadcom.

at the same time, Dario Amodei, CEO of Anthropic Reinforces a “do more with less” mentality and says the company takes a more disciplined approach to spending than other companies.

Smith said Anthropic’s leadership is discussing how much to spend on computing every day. But he added that he was “pleased” with its spending because demand remained strong.

“This is not us buying ahead of time,” said Smith, who praised the “incredible growth” of Claude Code and Cowork, two key products Anthropic sells to enterprises. “The enterprise business in general has seen incredible growth and we absolutely need to meet that,” Smith added.

Smith added that the company is continually reviewing its spending commitments. “We’re looking at buying as close to the right amount of compute as possible to keep us on a very, very significant acceleration curve, not too much, not too little, because too little is bad for our customers,” he said, adding that more infrastructure announcements were coming soon.

Smith’s comments came after Anthropic on Wednesday formed a partnership with investment management firm Man Group to use Anthropic’s artificial intelligence products. The two companies will also jointly develop new tools.

Software stocks rose last week Claude Cowork Criticizes Anthropic’s Productivity Tool gained attention. Investors worry that artificial intelligence could complete the process in which more companies pay multiple software vendors.

Asked whether businesses are considering using Anthropic’s products to phase out the software they’ve traditionally used, Smith said it depends on the organization.

Smith told CNBC that some organizations are “doubling down” on software, while others are looking to tools like Anthropic.

“There was a lot of hyperbole in the market last week,” Smith said.

“As a lot of people have pointed out, these applications perform some very important tasks in the enterprise,” Smith said, referring to the software currently used in organizations.

“They have some very specific data models. They have some very specific workflows that organizations are going to get a lot of value from over a long period of time.”