Anthropic and OpenAI Capture Largest Enterprise Software Budget Share, Forcing Traditional Vendors to Adopt Usage-Based Pricing

AI-native providers Anthropic and OpenAI have captured an estimated $40–50 billion in annualized enterprise spending, reorienting software budgets away from established vendors like Salesforce and ServiceNow for the first time. Spending on AI upstarts reached 4.8% of enterprise software budgets as of mid-2026, more than double the 2.3% allocation one year earlier, according to spending data compiled by enterprise software cost managers and tracked by industry analysts.