Anthropic Overtakes OpenAI Among Business Customers as It Courts Small Firms and Eyes $950B Valuation

Summary

Anthropic has surpassed OpenAI in verified business customer share for the first time, with 34.4% of businesses paying for Anthropic versus 32.3% for OpenAI — a dramatic 12-month surge from just 9% adoption in May 2025. The shift is concentrated in technical sectors (finance, technology, professional services) where Claude's coding strength and Cat Wu's product leadership on Claude Code and Cowork have transformed Claude into what Anthropic calls "an agentic coding and task-automation platform."