Enterprise AI Spending Explodes to $37 Billion as Anthropic Overtakes OpenAI in Market Share Battle
Summary
Enterprise AI spending explodes to $37 billion in 2025—a staggering 220% increase—as Anthropic crushes OpenAI by capturing 40% market share compared to OpenAI's declining 27%, with AI startups dominating the $19 billion application market and coding emerging as the first $4 billion killer use case.
Key Points
- Enterprise AI spending surges to $37 billion in 2025, up from $11.5 billion in 2024, representing a 3.2x year-over-year increase and capturing 6% of the global SaaS market
- Anthropic extends its lead in enterprise LLM market share to 40%, up from 24% last year, while OpenAI's enterprise share falls to 27% from 50% in 2023, with coding applications driving Anthropic's dominance
- AI startups capture 63% of the application layer market worth $19 billion, earning nearly $2 for every $1 earned by incumbents, with coding emerging as the first killer use case at $4 billion in spending