Anthropic weighs new AI model launch as OpenAI’s GPT-6 Astra gains enterprise share ahead of IPO

AI Market Summary
Reports that Anthropic may accelerate a new model release ahead of a potential IPO underscore intensifying competition with OpenAI's GPT-6 Astra, which is gaining share of monitored enterprise AI spend. Strong Anthropic revenue run-rate metrics support the sector's demand backdrop, but the push contrasts with prior safety-driven calls to slow frontier releases. Near-term, the news heightens attention on model cadence, enterprise retention, and competitive moats.
Impact level
● Medium
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● Neutral
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Anthropic is considering releasing a new AI model to counter OpenAI’s newly launched GPT-6 Astra as it gains traction in the enterprise market, sources said. Data from corporate spending tracker Ramp show GPT-6 Astra accounts for about 13% of monitored enterprise AI spend, versus roughly 8% for Anthropic’s Claude Fable. Anthropic’s annualised revenue run rate topped $65 billion by late July, up from about $9 billion at the end of 2025.