Anthropic Is Taking Over Enterprise

2026-04-09 14:50:09 ET

Anthropic ( ANTHRO ) is no longer the niche AI lab with a safety premium; it has rapidly transformed into an enterprise AI heavyweight that is threatening to take down OpenAI (OPENAI). To gain some perspective on the blistering pace of Anthropic's growth, the company raised $30 billion in February at a $380 billion post-money valuation. The secondary markets are now valuing Anthropic closer to OpenAI's valuation of $700-800 billion. Remember, in 2014 Anthropic was just a tiny fraction of OpenAI's size and had a valuation in the low double-digit billions....

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