34.4% vs 32.3%, the gap is actually quite subtle, but the signal is very clear—companies that choose AI are starting to look at real ROI rather than just chasing big-name brands. Claude Code can perform well in development scenarios, but in 25 billion calls, 45% come from enterprises, which shows the consumer base is also very solid. The era of competition among multiple vendors has arrived, and lower switching costs are a double-edged sword for everyone.

AIMPACT reports that in April 2026, Anthropic's enterprise AI adoption rate reached 34.4%, surpassing OpenAI's 32.3% for the first time, becoming the market leader. The adoption rate among U.S. companies reached 50.6%, with a rapid increase in reliance on large model tools. Claude's monthly API calls exceeded 25B, with approximately 45% coming from enterprise users. Anthropic's growth is driven by advantages like Claude Code in software development and documentation-intensive workflows, with high penetration in finance, legal, research and development, and other industries; over 70% of the Fortune 100 are using Claude. The market is shifting from brand dominance to multi-vendor competition driven by performance and cost, with switching costs decreasing, share fluctuations intensifying, and the leading edge potentially reversing in the short term.