Résumé de l’article
– Anthropic progresse de 6 points en un mois et atteint 33 % d’adoption chez les entreprises américaines, tandis qu’OpenAI stagne à 35 %.
– Claude Opus 4.6 offre un contexte d’un million de tokens et dépasse GPT-5.4 sur le benchmark SWE-bench Verified.
– Pour les ETI françaises, la stratégie multi-modèle (Claude, Mistral, open-weight) devient la norme afin de maîtriser les coûts, la conformité et les risques géopolitiques.
Sommaire
En mars 2026, près d’un tiers des entreprises américaines payaient déjà pour les outils d’Anthropic, soit une hausse de 6 points en un seul mois. OpenAI conserve la tête avec 35 % d’adoption, mais son avance ne progresse plus. Le contraste est saisissant : tandis qu’OpenAI stagne, Anthropic gagne du terrain à grande vitesse.
Ce mouvement s’accompagne d’un signal fort sur le plan financier. Six mois seulement après son lancement en mai 2025, Claude Code affiche un run rate supérieur à 1 milliard de dollars. Parallèlement, la dépense moyenne des entreprises en modèles de langage a bondi à 7 millions de dollars en 2025 (+180 % par rapport à 2024) et devrait dépasser 11,6 millions en 2026. Ces budgets se concentrent désormais sur deux acteurs majeurs, et de plus en plus d’entreprises adoptent une approche « Claude ET ChatGPT » plutôt qu’un choix exclusif.
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]]>