OpenAI is offering discounts of up to 90 percent to attract Anthropic's largest customers.

Meta description: OpenAI discounts are reported to shift Rippling, Replit, and DataCamp from Anthropic, while Chinese models add price pressure across enterprise AI.

Tags: OpenAI, Anthropic, enterprise AI, AI pricing, The Information

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OpenAI discounts are pulling enterprise AI workloads away from Anthropic, according to a report from The Information. The shift matters because it shows how pricing negotiations, rather than model quality alone, can redirect large AI spending among Rippling, Replit, DataCamp, and other customers.

Background: Enterprise AI Spend Becomes a Price Competition

As companies buy AI tools for coding and internal workflows, procurement teams compare costs across providers. The report describes a market where large accounts can move significant budget when one vendor offers a sharper discount, especially on contracts tied to development work and employee seats.

The competitive setting is not only about model quality. The examples involve contracts, coding workloads, and employee seats, where price changes can have broad effects. A large discount can change vendor mix quickly when an organization already uses more than one provider.

Development: Discounts Shift Coding Workloads and Seat Costs

Rippling CEO Parker Conrad said the company increased OpenAI's share of its coding workload from 16 percent to 52 percent. During the same shift, Anthropic's share fell from 57 percent to 18 percent. The move shows how a targeted discount can reshape a specific workload budget.

Replit moved after OpenAI offered more than 30 percent off a contract worth over $100 million a year. DataCamp CEO Jonathan Cornelissen said OpenAI's pricing reduced his company's costs by 80 to 90 percent. Those cases point to the same dynamic: buyers are comparing whether price differences justify moving workloads between providers.

The report also described a U.S. bank with more than $7 billion in assets. Its ChatGPT seats doubled to 500 employees at no extra charge, and the per-user price fell below $7, compared with the usual $20 or more. For large organizations, seat pricing can become a major part of AI spending, so a discount changes both budget size and adoption reach.

Latest Progress: OpenAI Gains Share While Anthropic Growth Slows

OpenAI is partly buying market share by accepting lower margins, but the report says it has also achieved real price cuts through its Sol and Luna model lines, supported by more efficient models and infrastructure. That combination gives OpenAI two levers: promotional pricing for customers and lower underlying costs from its own model and infrastructure stack.

An investor memo said Anthropic's growth slowed between the second quarter and the third quarter. Both companies also face rising price pressure from China, where new models by Deepseek and Kimi are reported to deliver comparable performance for a fraction of the cost.

The current stage is a pricing-led contest. OpenAI is using discounts and efficiency gains to attract enterprise workloads, while Anthropic's slower growth and competition from Chinese models put pressure on its ability to retain customers on price alone. What to watch next is whether deeper discounts keep converting major accounts and whether Anthropic can respond without a further margin squeeze.