OpenRouter data: OpenAI and Anthropic split business spending nearly evenly in September
The Wall Street Journal, citing OpenRouter data, reports that business spending on OpenAI and Anthropic models was roughly even in September, compared with Anthropic holding a 75% share in January. The report says both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs.
Why it matters: Shifts in enterprise spending share offer a signal on how the two leading model vendors are competing as both prepare for public listings.
Angel Au-Yeung / Wall Street Journal:
OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January — Both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs — Anthropic edged to the front …
This is the outlet's own summary. Read the full story on the original site.
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