Anthropic enterprise surge

Anthropic is rapidly gaining ground in United States business AI spending, driven by companies paying for its coding tools at a much faster rate than a month earlier. (ramp.com) Ramp said 30.6% of businesses on its platform paid for Anthropic in March, up from 24.4% in February. OpenAI still led at 35.2%, but the gap narrowed to 4.6 percentage points from 11 points a month earlier. (ramp.com) Ramp also said overall business AI adoption reached 50.4% in March, up from 35% a year earlier. Axios reported in March that Anthropic was capturing more than 73% of spending from companies buying AI tools for the first time. (ramp.com, axios.com) Anthropic has tied that growth to coding and enterprise products. In its February 12 funding announcement, the company said Claude Code had passed a $2.5 billion run-rate revenue figure, more than doubled since the start of 2026, and that eight of the Fortune 10 were customers. (anthropic.com) The company raised $30 billion in a Series G round on February 12 at a $380 billion post-money valuation. Anthropic said the money would go to research, product development, and infrastructure for enterprise and coding products. (anthropic.com) At the same time, Cloudflare and Business Insider have put attention on how AI companies collect data from the web. Cloudflare said in July 2025 that it began blocking AI crawlers by default unless site owners grant permission, after arguing that AI bots scrape content without reliably sending visitors back. (cloudflare.com, businessinsider.com) Business Insider reported on April 12 that Cloudflare data identified Anthropic as a leading scraper among major AI firms, with high crawling activity and little referral traffic back to publishers. The article said that mismatch has increased pressure on publishers that pay bandwidth and hosting costs while losing page views. (businessinsider.com) Cloudflare framed the issue as a change in the web’s old bargain with search engines: sites let bots index pages, and bots sent readers back. Its July 2025 announcement said AI crawlers often break that exchange by extracting text and images for answers without returning traffic that publishers can monetize. (cloudflare.com) Anthropic’s rise has also sharpened the rivalry with OpenAI. CNBC reported on April 9 that OpenAI told investors Anthropic was gaining momentum in enterprise accounts even as OpenAI argued it had a larger long-term computing buildout. (cnbc.com) That leaves buyers weighing two sets of facts at once: Anthropic is winning more business customers for coding work, and the wider industry is under heavier scrutiny over how training and inference systems draw on the open web. (ramp.com, businessinsider.com, cloudflare.com)