"Anthropic Becomes No. 1 in AI Valuation"... Overtakes OpenAI [Global AI Briefing]

[Financial News] Anthropic, an Artificial Intelligence (AI) market latecomer founded in 2021 by former OpenAI researchers, is emerging as a leading player after surpassing OpenAI in valuation.
Anthropic's strategy in the enterprise AI market appears to be paying off more successfully than OpenAI's approach, which has focused on the consumer market through chatbots.
Both companies are expected to go public later this year, drawing strong attention to how the market will judge them.
On the 13th local time, The Wall Street Journal reported that recent investors valued Anthropic at more than $900 billion, or about 1,340 trillion won, putting it ahead of OpenAI, which is valued at around $852 billion, or about 1,228 trillion won.
Anthropic's annualized revenue run-rate jumped from $9 billion, or about 13.4055 trillion won, at the end of 2025 to $30 billion, or about 44.685 trillion won, in April this year. Internally, some expect the figure could soon surpass $50 billion, or about 74.475 trillion won.

Anthropic's rapid growth is widely seen as the result of its focus on the enterprise AI market.
ChatGPT continues to dominate the consumer market, with 900 million weekly active users. In the enterprise market, however, many companies are choosing Claude models, which are recognized for strengths in coding, document writing, and business process automation.
According to Ramp Index, which analyzes spending data from more than 50,000 companies, 73% of firms newly purchasing AI chose Anthropic. The share of companies paying for Anthropic's services reached 34.4%, surpassing OpenAI's 32.3%.
The market's high valuation of Anthropic appears to reflect a rapid shift in AI competition toward whether companies can secure stable revenue models centered on the enterprise market.
The focus has moved beyond model performance and user numbers. In the enterprise market, the new benchmarks are recurring revenue and the ability to bear AI infrastructure costs.
As AI development costs soar, it has become difficult to turn a profit through consumer services alone. As a result, securing revenue from the enterprise market has emerged as a key measure of whether an AI company will succeed or fail.
The Wall Street Journal estimated that OpenAI and Anthropic will spend a combined $65 billion, or about 96.8175 trillion won, on AI model development and operations this year. It added that B2B companies are likely to emerge as the winners in the AI industry.

cafe9@fnnews.com Lee Gu-soon Reporter