Anthropic’s Top 1% of Tracked Customers Drove 46% of August Spending

Anthropic’s top 1% of tracked customers accounted for 46% of observed spending on the company in August 2026, underscoring concentrated demand as spending on AI tokens stayed nearly flat for two months. That share was up from 25% in August 2025. A separate payment-activity sample covering more than 70,000 U.S. companies showed that the top 1% of firms accounted for about 80% of observed spending on Anthropic and OpenAI. Those figures describe spending within tracked groups, not either company’s total enterprise revenue. Spending on AI tokens was nearly flat in August and September 2026 even as token volume rose.