OpenAI and Anthropic are intensifying their competition for the AI-powered software development market. Anthropic’s Claude Code has emerged as a direct competitor to the OpenAI models integrated into Microsoft products like GitHub Copilot. Engineers at Microsoft, OpenAI’s primary partner, have reportedly used Claude Code for internal development tasks.
OpenAI reached an annualized revenue of $25 billion by the end of February 2026.
Anthropic reported a revenue run-rate exceeding $19 billion in March 2026. Strong enterprise adoption of Claude Code serves as the primary driver for this financial growth.