By Reuters

Anthropic logo is seen in this illustration taken March 1, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

(Reuters) - Citigroup raised its global artificial intelligence market forecast, citing faster-than-expected enterprise adoption of artificial intelligence tools for coding ​and automation, with companies such as Anthropic showing strong ‌revenue growth.

The Wall Street brokerage, in an April 27 note, expects the global AI market to reach more than $4.2 trillion by 2030, with ​roughly $1.9 trillion of that tied to enterprise AI.

Citi previously ​forecast the global AI market to be worth more ⁠than $3.5 trillion, with nearly $1.2 trillion driven by enterprise AI.

Here ​are key points from Citi's note on Anthropic:

• Enterprise demand and revenue ​are being driven by Claude models and Claude Code, while Mythos represents potential future benefits rather than near-term monetisation.

• Anthropic is "the leader in enterprise AI," due to ​strong traction in commercial uses such as software development ​and task‑automating, agentic workflows.

• Early and sustained focus on enterprise customers has given the ‌firm ⁠a structural advantage, even as it navigates rising compute costs, capacity constraints and intensifying competition from rival AI labs.

• About 80% of Anthropic's revenue comes from enterprise customers, reflecting a deliberate ​shift away from ​consumer-first AI ⁠strategies.

• Anthropic's annualised revenue run rate has surged past $30 billion by April, one of the fastest growth ​trajectories in tech history.

• Company has signed major computing‑capacity ​deals, including ⁠up to $40 billion from Google earlier this week and as much as $25 billion from Amazon.
  Competition is tightening as OpenAI, Google (GOOGL.O) and ⁠others ​push deeper into enterprise markets, shifting ​the battle toward workflow integration and reliability rather than AI model benchmarks.

Reporting by ​Rashika Singh and Kanishka Ajmera in Bengaluru; Editing by Harikrishnan Nair

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