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.

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By AI Maestro May 17, 2026 1 min read
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.

For the first time in years, OpenAI’s ChatGPT has fallen to second place in the generative AI market. This shift is notable as it marks a significant drop for the model following its initial surge in popularity and utility. The report indicates that Anthropic’s Claude now leads with more U.S. businesses opting for Claude over ChatGPT, a trend that began in April 2026. This move not only positions Claude ahead of ChatGPT but also highlights a growing preference among enterprise customers.

The shift is further underscored by financial metrics. According to recent reports from Tech Times, Anthropic’s annualized revenue run rate surpassed $30 billion in early April 2026, doubling its previous year-end figure reported by OpenAI at around $24 to $25 billion. This growth has been fueled by a surge in enterprise adoption, with over 1,000 companies now spending more than $1 million annually on Anthropic products. Eight Fortune 10 companies have also opted for Claude services.

**Takeaways:**

– **Market Leadership Shift:** Anthropic’s Claude is now leading the market, surpassing ChatGPT in terms of business adoption and revenue.
– **Enterprise Adoption Growth:** The number of enterprise customers adopting Anthropic’s products has doubled within a short period following their significant funding round.
– **Financial Momentum:** Anthropic’s rapid growth underscores its financial health, with an annualized revenue run rate exceeding $30 billion.


Originally published at reddit.com. Curated by AI Maestro.

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