Anthropic surges in enterprise

Anthropic says more than 1,000 businesses now spend over $1 million a year on Claude, up from more than 500 in February. (anthropic.com) The company disclosed that jump on April 6, when it also said its run-rate revenue had climbed past $30 billion from about $9 billion at the end of 2025. (anthropic.com) Anthropic is also pushing Claude deeper into office software. This week, it made a Microsoft Word add-in available in beta for Claude Team and Enterprise customers, with a free trial. (cnet.com) In Word, Claude sits in a sidebar and can draft, edit and revise documents while preserving formatting. Anthropic says its edits show up as tracked changes and it can read comment threads and point out broken cross-references. (cnet.com) That combination points to where the money is in artificial intelligence right now: companies paying for tools inside software workers already use, not just consumers chatting with a bot in a browser. Anthropic’s own numbers show its biggest gains are coming from large accounts, with the count of $1 million customers doubling in less than two months. (anthropic.com) Anthropic has spent the past year pitching Claude as a model for workplace use across cloud and software stacks. The company says Claude is available on Amazon Web Services Bedrock, Google Cloud Vertex AI and Microsoft Azure Foundry, while Amazon remains its primary cloud provider and training partner. (anthropic.com) The infrastructure buildout is rising alongside that sales push. Anthropic said its new agreement with Google and Broadcom covers multiple gigawatts of next-generation tensor processing unit capacity expected to start coming online in 2027, with most of the new compute in the United States. (anthropic.com) The Word launch also puts Claude more directly next to Microsoft Copilot inside Microsoft’s own software. CNET reported that Anthropic did not give a date for a broader rollout beyond the current beta. (cnet.com) Anthropic is telling customers to use the tool like a collaborator, not an autopilot. In coverage of the launch, the company said users should review tracked changes before accepting them, especially in client-facing documents. (thurrott.com) For now, the clearest signal is where Claude is landing: in procurement budgets, cloud contracts and the Word window where many companies already do legal, finance and policy work. (anthropic.com)