So you are saying that frontier AI labs are spending billions of dollars on datacenters as a form of marketing. And they are colluding to hide the fact that they don't need to.
Of course they profit more if they are in front, but bleeding money to pretend to be in front is not a winning strategy. They can't fool the market if their models are not actually better, and they know this.
Given that neither company releases parameter counts, that sort of information would be slow coming out anyway. The most important thing is improvements in actual performance/ benchmark numbers, which allow them to preserve their price points as much as possible.
The ideal pro-consumer scenario is OAI and Anthropic are prevented from extracting monopoly rents between 'close-enough' self/cloud-hosted open source on one side and Google on the other. I'm really hoping that's how it plays out. Of course that will be somewhere between bad and disastrous for all the VCs and hedge-funds who financed the mad AI build-out far in advance of demand, and then kept funding it as prices went vertical.
However, I'm shedding no tears for them as I look forward to the fire sales when all the GPUs and RAM they pre-bought flood back onto the spot market. :-)