ai and ml

IDC says recent moves show Anthropic racing to meet enterprise requirements

Enterprises that have watched Claude claw its way toward mass appeal over the past few months of capacity challenges and pricing realignment should take a closer look at Anthropic's offerings, according to International Data Corporation (IDC).

The tech consultancy has been tracking Anthropic's moves over the past six months and says that the AI biz is taking credible steps toward making itself an enterprise AI provider.

"Currently, no frontier model company is mature enough to be evaluated as an enterprise AI provider on its own," IDC said in a recent report. "But Anthropic is running at full speed to get there before its competitors."

The report is titled "The Transformation of Anthropic (and What to Do About It)," and advises enterprises to revisit their LLM and agent evaluations with an eye toward seeing whether Anthropic might work out as a reliable technology provider.

Enterprises, IDC says, remain largely unsold on Anthropic's Claude models, with only 19 percent using them extensively and 25 percent actively evaluating them. OpenAI and Google are better represented in enterprises, with about 42 percent and 38 percent of organizations using their respective products, per IDC's FERS Survey, March 2026.

According to The Information, about 86 percent of Anthropic’s 2025 revenue was projected to come from enterprise sales. OpenAI, the report claims, derives just 40 percent of its revenue from business sales, though that figure ($5.2 billion) represented a higher dollar amount than Anthropic's business revenue ($3.9 billion) at the time.

That was back in January, only two months after Anthropic began shifting enterprises away from seat-based pricing toward usage-based pricing. Since then, IDC says Anthropic has taken a series of steps to make itself more credible as an enterprise AI provider.

"This conclusion might not be obvious: From January through May 2026, Anthropic produced well over 100 public interactions, including official announcements, release notes, blog posts, X posts, partner announcements, hiring news, policy moves, and press-covered transactions," the report says.

These initiatives, such as the launch of the Claude Partner Network, have expanded distribution, bolstered brand perception, facilitated future growth, enhanced "stickiness" (aka lock-in), strengthened enterprise support, addressed the needs of specific industries, demonstrated innovation, and shored up the compute supply necessary to deliver services at scale.

According to IDC, the enterprise ecosystem commonly focuses on a vendor-neutral, multi-LLM strategy. Nonetheless, the biz argues that the company has made its technology visible enough that Claude is increasingly coming up in conversations among IT decision makers. 

"Anthropic's transformation has just started, but the direction is clear enough for CIOs and CISOs to pay attention and reassess where Claude fits in a multi-LLM or an agentic AI Strategy," the IDC report says. ®