Anthropic Hits $380B Valuation, Overtakes OpenAI in Enterprise Market Share

Anthropic Reaches $380 Billion Valuation

Anthropic raised a $30 billion funding round led by Singapore's sovereign wealth fund GIC and U.S. investment firm Coatue, achieving a $380 billion valuation. This places Anthropic alongside OpenAI and SpaceX as one of the world's three most valuable startups.

Enterprise LLM Market Share Reversal

More significant is the shift in enterprise LLM market share. OpenAI's enterprise market share has fallen to 25%, while Anthropic now holds 32%, taking the top spot. Google Gemini accounts for 20%.

This shift is attributed to strong enterprise adoption of Claude models (particularly Claude 3.5 Sonnet and Claude 3.7 Opus) in late 2025, driven by superior coding capabilities and long context windows (200K tokens).

Big Tech AI Infrastructure Investment Surge

This news coincides with accelerating AI infrastructure investment by major tech companies. The four major hyperscalers—Google, Amazon, Microsoft, and Meta—are expected to invest close to $700 billion in AI infrastructure in 2026.

Alphabet: Up to $185 billion capex in 2026

Amazon: $200 billion AI infrastructure investment planned

AI Agent Standardization Collaboration

Meanwhile, Microsoft, Google, Anthropic, and OpenAI have joined the Linux Foundation-led Agentic AI Foundation to develop open source tools and standards for AI agents.

Source: Washington Times, LLM Stats