• Anthropic expanded Claude enterprise AI with funding, compute deals, and integrations.
• IDC found Claude trails OpenAI and Google.

Anthropic spent the first five months of 2026 expanding Claude across model development, compute infrastructure, enterprise integrations, governance features, and partner channels, according to an IDC report.

The report said the company produced more than 100 public updates during the period. These included product releases, funding announcements, partnerships, hiring moves, and policy-related activity.

IDC’s March 2026 survey of more than 1,000 end-user organisations found lower enterprise use of Claude than OpenAI and Google models. The report said 19% of organisations use Claude extensively, while 25% are actively evaluating it.

Funding and compute commitments expand

Anthropic raised two large funding rounds during the period. In February, the company announced a $30 billion Series G round at a $380 billion post-money valuation. In May, it raised $65 billion in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital. The round valued the company at $965 billion post-money.

Reuters reported that Anthropic made a confidential filing with US regulators for an initial public offering on June 1. OpenAI made a similar move a week later. The report said both companies are preparing large public listings as they compete in the AI market.

Reuters also reported that the two companies use different revenue-recognition approaches. Anthropic told Reuters it recognises gross revenue because it acts as the principal in transactions involving cloud partners. OpenAI reports net revenue after payments to Microsoft. Reuters said the issue has become part of investor discussions around the two companies.

The company’s infrastructure commitments also expanded. Anthropic said in April that its run-rate revenue had surpassed $30 billion, up from about $9 billion at the end of 2025. It also said the number of business customers spending more than $1 million annually had exceeded 1,000.

Anthropic signed a new agreement with Amazon for up to 5GW of training and inference capacity. It also expanded work with Google and Broadcom on next-generation compute infrastructure for future Claude model development.

Claude updates focus on coding and agents

Anthropic’s model updates during the period included Claude Opus 4.8. Anthropic released the model in May, describing it as an upgrade for coding, agentic tasks, and professional work.

The company also continued to develop Claude Code, its coding agent. Anthropic says Claude Code works in terminals and IDEs, can edit files and run commands with user permission, and is available to enterprise users through Amazon Bedrock or Google Cloud Vertex AI instances.

Several updates focused on agent control and governance. The report cited role-based access controls, enterprise analytics, managed agents, and agent memory. It also cited self-hosted sandboxes, MCP tunnels, and interfaces for monitoring agent activity.

Enterprise integrations widen

The company added Claude into Microsoft Office workflows, including Excel, PowerPoint, Word, and Outlook, according to the IDC report.

It also expanded connections with design, development, security, compliance, and observability tools. The report cited integrations involving IDEs, Figma, Canva, Blender, and mobile apps.

Anthropic also added Stainless through an acquisition in May. Stainless is a company focused on SDKs and MCP server tooling. Anthropic said Stainless had worked on SDK infrastructure used to connect AI agents with external systems.

Partnerships and policy activity increase

Anthropic launched the Claude Partner Network in March with an initial $100 million commitment for partner training, technical support, certification, and joint market development.

The report also cited alliances with Infosys, KPMG, Blackstone, Hellman & Friedman, Goldman Sachs, the Gates Foundation, Teach For All, CodePath, the Allen Institute, and the Howard Hughes Medical Institute. These arrangements covered enterprise services, education, scientific research, public-interest work, and sector-specific deployments.

The report said Anthropic opened an office in Bengaluru and announced partnerships in India. Those partnerships covered enterprise, education, agriculture, developer engagement, and local market development.

It also appointed Theo Hourmouzis as general manager for Australia and New Zealand and opened a Sydney office.

The IDC report cited Anthropic’s $20 million donation to Public First Action and memorandums of understanding with Rwanda and Australia. It also cited the creation of AnthroPAC, a political action committee funded by voluntary employee contributions.

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