Data from AI router service OpenRouter show a sharp shift in large language model spending. In September, OpenAI reached near parity with Anthropic in spending share on the platform. In January, Anthropic held 75% of the spending share between the two companies.
OpenAI’s aggressive price cuts for newer models are reportedly helping it win back market share from Anthropic’s Claude models among developers and enterprise clients. Both companies are backed by tech giants and are preparing for potential IPOs. Their competition for enterprise customers makes the spending trend an indicator of their relative standing.