Rivals Pull Ahead as OpenAI Refocuses on Enterprise Growth

[chainsniff]

Anthropic now leads enterprise LLM usage with a 40% market share, up from 32% mid-2025, according to Menlo Ventures. Google’s Gemini has also made steady gains, holding roughly 21% of the enterprise market after launching its business-focused offering last fall.

OpenAI CEO Sam Altman has reportedly voiced concern internally that Google’s enterprise momentum could further erode OpenAI’s position. CFO Sarah Friar reinforced that message this week, calling enterprise expansion a core focus for 2026.

Backing that strategy, OpenAI recently announced an expanded multi-year partnership with ServiceNow, giving its enterprise customers access to OpenAI’s models. With leadership changes and new alliances in place, 2026 may be a pivotal year for OpenAI’s fight to regain enterprise dominance.

[etfs]

google gemini at 21% so soon after launch shows big tech isn’t sitting still. enterprise ai is officially competitive now.