For the first time in years, ChatGPT falls to second place in the generative AI market, slumping behind Anthropic’s Claude. ChatGPT now lags in second place in various key metrics, including net new ARR, mobile app downloads, business adoption, daily active users, annualized revenue, etc.

Reddit r/artificial 05/17/26, 08:45 PM News

generative-ai market-share chatgpt claude anthropic openai enterprise-adoption

Summary

For the first time, ChatGPT has fallen to second place behind Anthropic's Claude in the generative AI market, with Claude surpassing ChatGPT in enterprise adoption, revenue, and other key metrics.

Per Tech Times: “More U.S. businesses paid for Anthropic's Claude than for OpenAI's ChatGPT in April 2026 — the first time in the AI industry's short history \[…\] Anthropic's annualised revenue run rate crossed $30 billion in early April 2026, up from roughly $9 billion at the end of 2025, placing it above the approximately $24 to $25 billion annualised figure OpenAI reported at the same time. More than 1,000 enterprise customers now spend over $1 million annually on Anthropic products — a number that doubled in under two months after the company's $30 billion Series G raise in February 2026. Eight of the Fortune 10 are now Claude customers, according to Anthropic.”

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