Anthropic captures 55% of enterprise LLM API spend as AI outlay hits $177B
mmurph · x · 2026-11-04
Menlo Ventures' 2026 State of Enterprise AI report: deployment spend surged from $33B to $177B; Anthropic's API share rose to 55% (OpenAI 31%, Google fell to 9%); agent traffic on OpenRouter is up 37x since February; frontier labs command 69% of dollars; coding ($34B) and chatbots ($25B) make up 76% of the $77.3B app market. Note: Menlo is an Anthropic investor.
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