Report: OpenAI Clawed Back Market Share From Anthropic in 2026

A report based on OpenRouter data cited by the Wall Street Journal shows OpenAI's share of AI compute for coding and productivity rose from under 25% at the start of 2026 to nearly 50% last month. The data largely covers AI-native startups along with some legacy tech companies.

• OpenAI's share rose from under 25% in early 2026 to nearly 50%
• Figures are based on OpenRouter's compute routing data
• Sample is mostly AI-native startups plus some legacy tech firms
• OpenAI prioritized business productivity, winding down Sora