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Anthropic’s latest feud with the Trump admin may actually help it, sales datasuggests

Anthropic's recent conflicts with the Trump administration, including a forced ban on access to its models for non-Americans, coincides with a surge in its market share, surpassing OpenAI for the first time in business spending. The company has achieved its first profitable quarter, and despite challenges, it is seeing increased adoption of its AI models among businesses.

Key points

  • Anthropic surpassed OpenAI in market share for the first time in business spending, noted by Ramp.
  • Secured $65 billion funding at a $965 billion valuation, also exceeding OpenAI.
  • Filed for an IPO after its first-ever profitable quarter.
  • Trump administration enforced a ban on non-Americans accessing Anthropic's models Mythos 5 and Fable 5.
  • This ban urged Anthropic to withdraw its models from the market due to security concerns.
  • The models have been recognized for their power in finding software vulnerabilities.
  • Previous refusal by Anthropic to permit government use of its models for surveillance led to being labeled a supply-chain risk.
  • Sales data shows increased adoption of Anthropic’s Opus models, leading to a rise in AI subscriptions for businesses by 2.5 percentage points to 41%.

Why it matters

  • This event highlights ongoing tensions between technological companies and government regulations over AI development.
  • Anthropic's popularity amid controversy parallels trends in tech sector resilience seen in other industries facing regulatory risks.
  • Similar trends are evident in 2025 IT developments, where companies must navigate strict regulations around AI and privacy.

Despite regulatory challenges from the Trump administration, Anthropic's market performance is strong, hinting that controversy may enhance its attractiveness in the business sector as it navigates its path to an IPO.