Anthropic is considering accelerating the rollout of a new AI model to take on OpenAI after GPT-6 Astra opened a lead over Claude Fable in enterprise revenue for the first time in more than two and a half years, according to Reuters citing sources. The move comes ahead of Anthropic’s planned US IPO.
GPT-6 Astra Surpasses Claude Fable in Enterprise Revenue
According to Reuters sources, GPT-6 Astra has moved ahead of Claude Fable in enterprise spending for the first time in more than two and a half years. This marks a notable shift, as Anthropic has long been seen as OpenAI’s most direct competitor in the enterprise segment, buoyed by its reputation for safety and transparency.
OpenAI pulling ahead in enterprise revenue puts pressure on Anthropic, particularly as the company prepares for an IPO. Reuters reported that Anthropic is evaluating whether to accelerate the release schedule for a new model to prove to investors that it can sustain its competitive position.
IPO Landscape and Competition
Anthropic is expected to hold a US IPO in October 2026, while OpenAI has pushed its IPO plans to the following year. Earlier, Rhodium Group released research indicating that Anthropic achieved approximately $65 billion in ARR, outpacing OpenAI ($40 billion), though this figure requires further verification as it is based on industry metric estimates.
The contemplation of launching a new model prior to the IPO indicates Anthropic’s clear awareness that the market will judge the company not just on current revenue, but also on its capacity to sustain technological leadership. If GPT-6 Astra continues to widen its lead, Anthropic’s IPO valuation could be affected.
For observers, this is a signal that the AI race between the two largest US labs is entering a decisive phase: OpenAI holds momentum in revenue and adoption, Anthropic possesses strengths in safety and transparency, and both are either in or approaching the IPO process. Anthropic’s new model, if released before the IPO, would serve as a direct answer to the question of whether the company can still maintain its pace of innovation.