OpenAI is chasing Anthropic in the U.S. corporate artificial intelligence (AI) spending market. As of July, Anthropic accounted for 43.5% of corporate spending, while OpenAI followed with 39.7%. Anthropic saw an increase of 1.1 percentage points from the previous month, while OpenAI increased by 0.23 percentage points. The overall AI adoption rate was recorded at 55.7%. OpenAI is analyzed to be growing faster than Anthropic among Ramp-utilizing companies in the third quarter. Anthropic's Claude Paible 5 has seen limited initial adoption, accounting for 6% of the tokens purchased by companies. In contrast, OpenAI's GPT-5.6 Sol recorded a 25% token share. In terms of pricing, Paible 5 is approximately $10 per million tokens, which is double that of GPT-5.6 Sol. Data retention policies also influence corporate customer choices, with Anthropic requiring 30 days of data retention. Corporate AI spending includes various cost structures beyond subscription fees, and decisions on model changes must consider performance as well as cost and security policies. The competition between the two companies is expanding beyond model performance to include sales channels and cost efficiency.
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