Anthropic, the developer of the AI chatbot Claude, is speeding up efforts to differentiate itself from OpenAI and Google with a strategy focused on the enterprise market.

While OpenAI and Google target both individuals and businesses, Anthropic has raised annualised revenue 140-fold in three years by concentrating on selling APIs that directly plug into corporate workflows and on its coding AI, Claude Code.

Anthropic's annualised revenue increased to $100 million in January 2024 from $1 billion in January 2025. It rose to $14 billion in January 2026.

Anthropic raised $30 billion through its Series G investment round led by Singapore sovereign wealth fund GIC and venture investment firm Coatue on Feb. 12 local time, and was valued at $380 billion. That is more than double the $183 billion valuation in its Series F round in September last year, a jump in about five months.

Anthropic's performance in the corporate market is reflected in the numbers. According to global investment information platform TSG, 70 to 75 percent of Anthropic's revenue comes from businesses and APIs, while consumer subscriptions account for about 10 to 15 percent.

Anthropic's pricing is also focused on businesses and developers. OpenAI recently cut the API price of its top-end model, Opus 4.5, to $5 per 1 million tokens for input and $25 for output, down to one-third of the previous version, Opus 4.1. Its mid-tier model, Sonnet 4.5, kept the same price as the prior model while improving performance, at $3 for input and $15 for output.

By contrast, its consumer plan offers less usage than competitors. Claude Pro, priced at $20 a month, is limited to about 45 messages per five hours, and a weekly usage cap has also been added since August last year. That contrasts with OpenAI's ChatGPT Plus and Google's Gemini Pro at the same price, which are effectively close to unlimited.

Against this backdrop, rivals are revamping pricing plans around consumers. OpenAI launched an ad-based low-cost monthly plan, ChatGPT Go, priced at $8, in 170 countries in January and focused on expanding weekly active users, currently about 800 million. Google strengthened bundling by selling an AI Pro plan for Gemini 3 Pro that combines 2TB of cloud storage and YouTube Premium at a 60 percent annual discount.