Anthropic has surpassed OpenAI in enterprise large language model (LLM) usage, capturing 32% of the market share. This marks a significant shift from previous years, where OpenAI held a dominant position. A recent report indicates that OpenAI's market share has fallen to 25%. Google has secured the third position with 20% due to the adoption of its Gemini models.
The shift in market leadership reflects enterprises prioritising performance in production. Enterprise LLM spending has more than doubled in six months, reaching $8.4 billion, as more workloads move into full production. Closed-source models are now dominant, powering 87% of enterprise workloads. Anthropic's rise is attributed to its Claude models, particularly for code generation, where it holds a 42% market share.
Anthropic is reportedly in discussions to raise an additional $5 billion, potentially valuing the company at $170 billion. The company's success highlights the increasing importance of real-world performance and specific use cases, such as code generation, in the enterprise AI landscape.
