Since 2026, the competition between Anthropic and OpenAI has been comprehensively escalated. Their clashes are fought not only on the product front with close-range combat, but also extend to the fierce contest for market share and the direct collision of strategic positioning.

In AI programming—this core battlefield—the competition is particularly intense. OpenAI has recently made major upgrades to its programming tool Codex, adding intelligent agent features. This is widely seen as a direct response to Anthropic’s similar tool, Claude Code, launched last month. Some of the newly added features are even quite similar. This clearly demonstrates that neither side is willing to back down in the core area of deploying enterprise-grade applications.

However, the area where the competition heats up the most is market share. In terms of revenue and the proportion of customers, the market landscape is undergoing a reversal. According to the latest data, Anthropic’s annualized revenue has surpassed $30 billion, exceeding OpenAI’s roughly $25 billion for the same period. In the enterprise customer segment, Anthropic’s growth is also rapid: its market share has surged from 24.4% to 30.6%, narrowing the gap with OpenAI to only 4.6 percentage points.

Facing Anthropic’s strong rise in the B2B market, OpenAI’s Chief Revenue Officer pointed directly at the rival in an internal memo, saying it “exaggerates revenue” and “lacks computing power.” The two sides also reveal fundamental differences in their strategic paths: Anthropic focuses on deeply developing enterprise customers, while OpenAI leverages its C-end advantage to push a platform-based ecosystem.

Overall, this competition is shifting from a contest of technical parameters to a comprehensive showdown of business models and market strategies. Both companies have already lined up for IPOs, and who will come to dominate the wave of AI commercialization in the future will be the focus of market attention. #Anthropic与OpenAI竞争升级