New data reveals Anthropic has surpassed OpenAI in enterprise AI spending, with 34.4% of surveyed companies paying for its products in April. This shift is largely driven by demand for Anthropic's AI coding assistant, Claude Code, marking a significant disruption in the market.

Anthropic is in talks to raise funding that would value it at between $900bn and $950bn, according to reports.

OpenAI and Anthropic last week both announced that they will launch private equity-backed consulting businesses to push their models into the workflows of mid-market companies.…