OpenAI, Anthropic See Slower Growth in Some Enterprise AI Measures

OpenAI and Anthropic continued expanding paid-business adoption in August, while adoption growth slowed and spending among the highest-spending companies declined as cheaper standard models drove more AI token volume. Businesses paying for Anthropic subscriptions or tokens accounted for 43.8% of the U.S. companies tracked, up 0.34 percentage points from the previous month. OpenAI reached 39.8%, an increase of 0.09 percentage points. The figures do not show a broad decline in developer traffic to either company. They measure business payments, token usage and model economics rather than visits to documentation sites or use of software development kits.