Total enterprise token usage accelerated from April 2026, experiencing a doubling surge between July and October, while the market exhibited an absolute "duopoly" structure. As of the week ending October 11, 2026, Anthropic (Index 100) firmly held th

2026-10-15

Total enterprise token usage accelerated from April 2026, experiencing a doubling surge between July and October, while the market exhibited an absolute "duopoly" structure. As of the week ending October 11, 2026, Anthropic (Index 100) firmly held the top spot, significantly leading second-place OpenAI (64.9). Third-place xAI and Google plummeted to 2.1, with other vendors accounting for negligible percentages. The surge in usage in the third quarter, coupled with a slowdown in revenue growth, reflects the industry's "increased volume, decreased price" situation. However, Anthropic's dominant position in the B2B market remains its biggest strength in its pursuit of a high-valuation IPO.