OpenAI vs Anthropic Enterprise AI Race 2026: The $850B Battle in Davos
OpenAI and Anthropic clash at Davos 2026 over the enterprise AI market. With valuations reaching $850B combined, learn how Friar and Amodei plan to win.
The boardroom has become the new frontline for AI supremacy. At the World Economic Forum in Davos, the titans behind a combined valuation of $850 billion laid out their plans to dominate the enterprise sector.
The OpenAI Anthropic Enterprise Race 2026 Dynamics
In separate interviews with CNBC on Wednesday, OpenAI CFO Sarah Friar and Anthropic CEO Dario Amodei highlighted enterprise as the primary revenue engine for 2026. While OpenAI currently sees enterprise accounting for 40% of its business, Friar expects that figure to hit 50% by year-end. The company has already amassed over 1 million business customers worldwide.
Anthropic takes a more concentrated approach, with enterprise clients making up roughly 80% of its portfolio. Amodei noted that corporate clients offer a "predictable and stable source of income" compared to the volatile consumer market. From less than 1,000 business customers two years ago, Anthropic has surged to over 300,000 as of early 2026.
| Metric | OpenAI | Anthropic |
|---|---|---|
| Valuation | $500 Billion | $350 Billion |
| Enterprise Share | ~40% | ~80% |
| Business Customers | 1 Million+ | 300,000+ |
| Strategy Focus | Consumer + B2B Scale | B2B Safety & Reliability |
Market Implications for Investors
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