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🔴The AI enterprise landscape in 2026 has completely changed
In Q1/2026, Anthropic accounts for 40% of total enterprise AI spending in the U.S.
Meanwhile, OpenAI — the company that once defined the entire industry — has dropped to 27%.
Google, with its entire infrastructure including GCP, Workspace, and integrated Gemini: 21%.
In 2023, OpenAI was nearly monopolizing enterprise AI. Now, OpenAI must consider lowering token prices to regain market share from Anthropic.
The most puzzling thing is that Google is losing the AI race. Google has everything that a "winning" company should need:
- Participated very early in the AI game
- The largest cloud infrastructure in the world
- Hundreds of millions of enterprise accounts using Workspace, with Gemini embedded into the entire system.
Yet Google still ranks third — behind two companies that lack cloud, an OS, and many initial advantages.