Anthropic dominates first‑time enterprise AI
Anthropic now captures 73% of first‑time enterprise AI spend—up from 50% in January—signaling enterprises are coalescing around a few infrastructure winners for AI initiatives. That concentration matters for partners building analytics stacks that rely on dominant models and APIs. (sherwood.news)
Ramp’s March AI Index shows 24.4% of businesses on Ramp now use Anthropic’s Claude, a jump from roughly one-in-25 a year earlier. (ramp.com) Ramp reports Anthropic’s adoption grew 4.9% month‑over‑month while OpenAI’s adoption rate fell 1.5% in the same update. (ramp.com) Anthropic has locked commercial distribution through deep platform deals, including an expanded multi‑year, $200 million alliance with Snowflake to bring Claude into Snowflake Cortex AI for the platform’s 12,600+ customers. (businesswire.com) Databricks signed a strategic five‑year partnership to offer Claude natively through its Data Intelligence Platform, making Claude endpoints and SQL-accessible model queries available to Databricks’ 10,000+ customers. (databricks.com) On the infrastructure side Anthropic announced a major expansion of Google Cloud TPU capacity (planned access up to one million TPUs and “tens of billions” in spend), while continuing heavy AWS usage and listing Claude for Enterprise in the AWS Marketplace. (anthropic.com) Anthropic has funded partner growth directly, committing $100 million to a Claude Partner Network and launching a Claude Marketplace that lists partners such as Replit, GitLab and Harvey and brings large consultancies like Accenture and Deloitte into its channel. (crn.com) Ramp’s analysis also notes Anthropic is constrained by compute capacity—plans still have usage limits and the company is “actively turning away revenue,” a detail that matters for analytics vendors that will route production workloads through Claude endpoints. (ramp.com)
