OpenAI Narrows Anthropic's Lead in Business AI Spending, IPO Race Heats Up
Summary
OpenAI has closed the gap with Anthropic in business AI spending, with OpenRouter data showing the two companies roughly even in September after Anthropic held a 75% share at the start of the year. The shift follows OpenAI's June release of cost-efficient GPT-5.6 models and subsequent price cuts, which attracted price-sensitive enterprise customers. OpenAI now reports 2.5 million business customers, up from 2 million in July. Both companies are preparing IPOs—Anthropic as soon as November and OpenAI likely next year—making this competitive positioning critical for their valuations. Anthropic's late-September release of Claude 5.5 models with lower costs could rebalance the race.
This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.