Anthropic Surges to 40% of Enterprise AI Market Share as OpenAI Falls to 27%

Jan 16, 2026
ZDNET
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Summary

Anthropic rockets to 40% of the $37 billion enterprise AI market, nearly doubling from 24% last year while OpenAI plummets from 50% to just 27%, with Anthropic dominating 54% of the $4 billion coding tools sector as true AI agents remain limited to only 16% of deployments.

Key Points

  • Anthropic captures 40% of enterprise AI spending, up from 24% last year, while OpenAI's share drops to 27% from 50% in 2023
  • US enterprise AI spending reaches $37 billion annually, driven primarily by coding tools which represent a $4 billion market and Anthropic's 54% dominance in that sector
  • Agentic AI remains niche with only 16% of enterprise deployments qualifying as true agents, while most spending focuses on basic co-pilot programs and prompt engineering

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