Marina Lyubimova
⬤ The enterprise race for large language model dominance just got a clear frontrunner. Anthropic has grabbed the biggest slice of enterprise LLM API usage, marking a significant shift in how companies are choosing their AI partners. The Menlo Ventures 2025 AI report shows businesses are done experimenting—they're picking winners and moving AI into their core operations. The data paints a compelling picture: Anthropic sits at the top of the enterprise food chain, leaving other major players scrambling to keep pace.
⬤ The numbers tell a dramatic story of AI's explosive growth in corporate America. Enterprise generative AI spending rocketed to $37 billion in 2025, a massive jump from just $11.5 billion the year before—that's 3.2× growth in twelve months. Applications grabbed $19 billion of that pie, now representing over 6% of the entire SaaS market, while infrastructure investments hit $18 billion. The market share breakdown reveals Anthropic commanding roughly 40% of enterprise usage in 2025, with OpenAI trailing at 27%, Google at 21%, and Meta at 8%. This reshuffling shows enterprises have clear favorites when real money's on the line.
Enterprises are consolidating around a smaller group of production-ready LLM platforms as generative AI moves from experimentation into core business operations.
⬤ What's driving this shift? A survey of 500 U.S. executives reveals companies are choosing pragmatism over pride. About 76% are buying instead of building, opting for proven external LLM providers rather than burning cash on proprietary models. Even more striking, 47% already have generative AI running in production—roughly double the adoption rate typically seen with traditional SaaS rollouts. The money's flowing to practical use cases too: coding applications generated around $4 billion in revenue, while healthcare scribe solutions pulled in approximately $600 million.
⬤ This isn't just another tech trend—it's a fundamental rewiring of enterprise software. The combination of explosive spending growth, accelerating production deployments, and clear market consolidation signals that generative AI has graduated from boardroom buzzword to mission-critical infrastructure. As companies bet bigger and move faster, the competitive landscape among AI platforms is crystalizing, and generative AI is cementing its position as a permanent fixture driving enterprise software and infrastructure demand for years to come.
Marina Lyubimova
