OpenAI posted 82% quarter-over-quarter enterprise growth in Q3 2026, surpassing Anthropic’s 76% and reversing a rivalry that appeared settled just months earlier. This marks a significant turnaround from December 2025, when Anthropic led with 40% of enterprise LLM spend versus OpenAI’s 27%. The successful launch of GPT-5.6 Sol on June 26, with competitive pricing at 5 dollars per million input tokens and 30 dollars per million output tokens, contrasts sharply with Anthropic’s struggles, as its Claude Fable 5 model faced a 19-day government-mandated access suspension starting June 12. Anthropic remains valued at approximately 965 billion dollars following its Series H funding round in May 2026, while OpenAI raised 122 billion dollars in a record funding round.
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