Anthropic Is Devouring IT Services: Claude Captures 40% of Enterprise AI Market Share

Summary

Horses for Sources analyst Phil Fersht argues that Anthropic has captured 40% of enterprise AI market share—up from 24% in early 2025—driven by Claude's safety positioning, agentic capabilities, multi-cloud distribution, and ability to close what the firm calls the "AI Velocity Gap." The numbers are striking: Claude Code generated $2.5 billion in ARR within nine months, now holding over 50% of the AI coding market. Over one million IT services practitioners are committed to Claude delivery acros