R\u00e9sum\u00e9 de l’article<\/p>\n
– Anthropic progresse de 6 points en un mois et atteint 33 % d\u2019adoption chez les entreprises am\u00e9ricaines, tandis qu\u2019OpenAI stagne \u00e0 35 %.
– Claude Opus 4.6 offre un contexte d\u2019un million de tokens et d\u00e9passe GPT-5.4 sur le benchmark SWE-bench Verified.
– Pour les ETI fran\u00e7aises, la strat\u00e9gie multi-mod\u00e8le (Claude, Mistral, open-weight) devient la norme afin de ma\u00eetriser les co\u00fbts, la conformit\u00e9 et les risques g\u00e9opolitiques.<\/p>\n
Sommaire <\/p>\n
En mars 2026, pr\u00e8s d\u2019un tiers des entreprises am\u00e9ricaines payaient d\u00e9j\u00e0 pour les outils d\u2019Anthropic, soit une hausse de 6 points en un seul mois. OpenAI conserve la t\u00eate avec 35 % d\u2019adoption, mais son avance ne progresse plus. Le contraste est saisissant : tandis qu\u2019OpenAI stagne, Anthropic gagne du terrain \u00e0 grande vitesse.<\/p>\n
Ce mouvement s\u2019accompagne d\u2019un signal fort sur le plan financier. Six mois seulement apr\u00e8s son lancement en mai 2025, Claude Code affiche un run rate sup\u00e9rieur \u00e0 1 milliard de dollars. Parall\u00e8lement, la d\u00e9pense moyenne des entreprises en mod\u00e8les de langage a bondi \u00e0 7 millions de dollars en 2025 (+180 % par rapport \u00e0 2024) et devrait d\u00e9passer 11,6 millions en 2026. Ces budgets se concentrent d\u00e9sormais sur deux acteurs majeurs, et de plus en plus d\u2019entreprises adoptent une approche \u00ab Claude ET ChatGPT \u00bb plut\u00f4t qu\u2019un choix exclusif.<\/p>\n
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