AI companies OpenAI (OPENAI) and Anthropic (ANTHRO) have their eyes on enterprise customers this year as they race to win more revenue, users, and market share, CNBC reported.
On Tuesday, Anthropic’s CEO Dario Amodei said at the World Economic Forum, or WEF, in Davos, that one of the good choices Anthropic made early was to be a company that is focused on enterprise rather than consumer.
In separate interviews with CNBC at the WEF on Wednesday, Amodei and OpenAI CFO Sarah Friar highlighted enterprise as a key revenue driver for their businesses.
Enterprise customers account for about 40% of OpenAI’s business as of January, but Friar noted that she expects this figure to grow to closer to 50% by the end of the year, the report noted.
In November 2025, Microsoft (MSFT)-backed OpenAI said that more than 1M business customers globally are directly using OpenAI.
“We’re an incredibly strong business today,” Friar said Wednesday. “As we look forward, for us, it’s eyes on the prize of, How do we add value to the consumer? How do we add value to enterprises? And how do we close this capability gap?” the report noted.
Amodei said that Anthropic offers consumer products but they are not the company’s major focus. Amodei attributed about 80% of Anthropic’s business to enterprises and 20% to consumers, noting that the company has embraced enterprises in part because they are a relatively predictable and stable source of income, the report added.
“Since the beginning, Anthropic has thought in terms of safety and reliability of AI systems, and one of the things we realized is that that was very synergistic with working with enterprises as compared to consumers,” said Amodei.
As of September 2025, Anthropic had more than 300,000 business customers, up from less than 1,000 two years ago, the report noted.
Anthropic is backed by Amazon (AMZN) and Alphabets’ (GOOG) (GOOGL) Google. In November 2025, Nvidia (NVDA) and Microsoft committed to invest up to $10B and up to $5B, respectively, in the Claude chatbot maker.
Microsoft has invested over $13B in OpenAI, giving it nearly 27% stake in the ChatGPT maker.