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AI & Enterprise

Anthropic unveils reporting tool showing AI spending results

Anthropic has released a reporting tool for corporate customers that shows the results of their AI spending, TechCrunch reported on Oct. 28. Managers can review team activity over a set period using internal analytics data, including what was built with AI, how much it cost and where workflows stalled. The reports also recommend ways to improve performance and offer a shared budget feature to manage token spending by team.

AI & Enterprise

AI bottleneck is memory, not demand, Dell CEO says, with outlook to worsen next year

Michael Dell says Dell Technologies can withstand a cooling AI market because its cash conversion cycle remains negative under a just-in-time model. The Wall Street Journal reported he said the main constraint is not demand but a lack of memory chips needed to deliver ordered AI servers on time. Dell has added thousands of AI data centre customers and has a $95 billion AI server backlog. He said conditions could be worse next year.

AI & Enterprise

OpenAI vs Anthropic price war intensifies, emerging as major wild card for enterprise AI

Competition between OpenAI and Anthropic is intensifying as Chinese AI firms push low-cost open-weight models. Data from OpenRouter, which analysed spending by about 120,000 companies using OpenAI and Anthropic tools, showed their shares were similar in September. Anthropic held 75 percent of spending early this year. Analysts link OpenAI’s gain to its GPT-5.6 series and price cuts. Ramp and WSJ-cited customer shifts also point to rising enterprise interest in OpenAI.