Anthropic vs. OpenAI: Who is actually winning the entreprise war?

73% of new enterprise AI spend is now going to Anthropic, up from a 50/50 split with OpenAI just ten weeks earlier, based on Ramp transaction data. This shift reflects new buying decisions, not legacy contracts.
The critical metric isn’t total enterprise spend (where OpenAI still leads), but the marginal buyer—companies choosing an AI platform today. On that front, Anthropic is decisively ahead.
Claude’s recent model advances (Sonnet and Opus 4–4.7) created a step‑change in developer and enterprise productivity, particularly in coding, agent workflows, and “vibe coding.” Once enterprises tune workflows around Claude, switching costs become prohibitive, even if token pricing elsewhere is cheaper.

Anthropic

Claude AI Maker Anthropic Considers IPO as Soon as October

 Anthropic, the maker of the Claude AI chatbot, is considering an initial public offering as early as October 2026, according to people familiar with the matter. Deliberations are ongoing and no final decision has been made.
 A public offering could raise more than $60 billion, per prior reporting by The Information. Anthropic was most recently valued at about $380 billion following a $30 billion funding round co-led by MGX that closed in February. The move is part of a broader race with OpenAI to reach public markets, as investor appetite for large-scale AI developers continues to surge.
Anthropic has deep partnerships with Google (Alphabet), Amazon, Microsoft, and Nvidia, which include equity stakes and access to specialized chips and infrastructure worth tens of billions of dollars.

Exclusive: Anthropic acknowledges testing new AI model representing ‘step change’ in capabilities, after accidental data leak reveals its existence

Anthropic confirmed it is testing Claude Mythos, an unreleased AI model it calls a “step change” in performance and the most capable system it has built so far, after a data leak exposed draft materials describing it.
The leaked documents suggest Mythos belongs to a new model tier, Capybara, positioned above Anthropic’s Opus models and showing stronger results in reasoning, coding, and cybersecurity.
Anthropic said the model is being trialed with a small group of early-access customers and is expensive to run, so it is not yet ready for broad release.
The draft also warned Mythos could create unprecedented cybersecurity risks by helping identify or exploit software vulnerabilities faster than defenders can respond.
The leak stemmed from a CMS configuration error that exposed 3,000 assets.

OpenAI

OpenAI reportedly plans to double its workforce to 8,000 employees

OpenAI is reportedly planning a major hiring push, aiming to grow from about 4,500 employees to 8,000 by the end of 2026—a rare expansion story in a tech sector still marked by layoffs.
The new roles are expected to span product development, engineering, research, sales, and “technical ambassadorship,” focused on helping customers adopt OpenAI tools more effectively.
The move appears tied to stronger competition in enterprise AI, especially from Anthropic, which has recently gained traction with first-time business buyers.

OpenAI closes Sora video-making app and cancels $1bn Disney deal

OpenAI has discontinued Sora, its AI video-generation app, less than two years after launch, marking a notable retreat from consumer-facing generative video. The company is also ending its content partnership with Disney, according to BBC reporting.
OpenAI said the move will allow it to focus on other priorities, particularly robotics and AI systems designed to help with real-world physical tasks. Disney said it respects OpenAI’s decision to shift its priorities.

OpenAI ads pilot tops $100 million in annualized revenue in under 2 months

OpenAI’s nascent ads business has surpassed $100 million in annual recurring revenue less than two months after launching its pilot in the U.S., according to a spokesperson. We’re in the early testing phase of ads in ChatGPT, and the goal right now is to learn and refine the experience for consumers before expanding it more broadly,” the company said. “We’re encouraged by early signals from users and participating brands, and continue to see strong interest from advertisers.”