Usman Salis
⬤ Fresh enterprise figures place Alphabet's GOOGL at the center of the action as U.S. firms weave generative AI into day-to-day work. A poll of just under 500 senior managers shows the pecking order has flipped - Anthropic now sits in first place for business uptake.
⬤ The figures speak plainly. Anthropic claims 40 % of the enterprise AI pie, worth about 37 billion dollars. OpenAI trails at 27 %. Google keeps 21 % and Meta takes 8 %. The speed of change stands out. Anthropic has climbed without pause since 2023, while OpenAI's slice has shrunk - Google's portion has stayed flat. The whole market has leapt from 1.7 billion dollars in 2023 to an expected 37 billion in 2025, the fastest surge ever logged for a software class. Spending direction - foundation models will multiply 3.6 times before the year closes - horizontal AI budgets should reach 8.4 billion dollars - departmental AI will hit 7.3 billion dollars.
The rush to run AI in live systems pushes deal closures almost twice as high as the rate seen for ordinary software.
⬤ A deeper change is under way in corporate thinking. By 2025 76 % of large firms intend to purchase ready built AI tools instead of crafting their own, a sharp rise from 53 % one year ago. Buyers move fast - AI prospects turn into paying clients at nearly double the pace of traditional software shoppers. Young firms sweep the vertical field holding 88 % of that niche and pushing into other zones. Department spend leaders - product plus engineering at 4.2 billion dollars - vertical spend leader - healthcare at 1.5 billion dollars.
⬤ Taken together the patterns reveal AI rewriting corporate tech plans at speed. Budgets swell firms prefer off-the-shelf code and suppliers like GOOGL must balance promise against peril while they pitch their wares. Anthropic climbs OpenAI remains formidable and uptake races ahead across sectors - the software but also cloud world reshapes itself before our eyes.
Usman Salis
