Anthropic strengthened its position in the United States, significantly narrowing the gap with OpenAI in the corporate AI services market

Brief overview of the paid AI services market in the United States

What happened key figures Conclusion Growth of Anthropic’s share among U.S. companies In March almost 30 % of firms paid for its solutions, while OpenAI’s share remained at 35 %. The gap between the two players is narrowing. Demand for Claude Code and automation extensions Clients spend an average of $50,000 per year; total credit card spending reached $100 billion. Rising demand leads to a more than 6‑percentage‑point increase in Anthropic’s share in one month. OpenAI Position In November 2022 ChatGPT attracted 900 million weekly active users, but only about 5 % of them pay. Despite the growth in Claude downloads (tripled to 21 million), OpenAI remains the leader in user base. Financial performance Anthropic forecasts annual revenue of $30 billion, while OpenAI projects $9 billion by the end of 2025. The figures show a faster growth rate for Anthropic. Staffing changes and strategic shifts OpenAI shut down Sora and is tightening focus on core areas as it prepares for an IPO. The company is trying to optimize its structure for long‑term success.

Why Anthropic’s popularity is growing
1. Focus on developers → mass market
Economist Ramp Ara Kharazian notes that the company originally targeted professionals, then expanded its audience to a broad business base. This turned a complex product into a more accessible solution.

2. High flexibility and convenience
Clients value the Claude Code lineup and automation suites that enable quick AI integration into cognitive and administrative processes.

3. Positive feedback from large clients
According to Ramp, Anthropic’s solutions are already widely used in information technology, financial services, and professional services, and are gaining traction in construction and hospitality.

What analysts say
- Forrester (Charlie Dai): “The shift in dynamics is clearly in favor of Anthropic. Even after the U.S. Department of Defense highlighted supply‑chain risks, the company’s growth continues.”
- OpenAI disputes Ramp’s assessments, arguing that they do not account for large multi‑million contracts with corporate clients.

Takeaways
* Anthropic is closing the gap with OpenAI in the paid AI services market for American businesses.
* Growing demand for its products is confirmed by both financial data and an increasing share of company users.
* OpenAI remains the leader in user base but faces a need to revise strategy before going public.

Thus, the U.S. AI‑services market is experiencing active competition, with Anthropic showing rapid growth and audience expansion, while OpenAI focuses on maintaining its leading position through business structure optimization.