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TechCheck

Anthropic, OpenAI rivalry goes global 9/26/25

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.566 Ratings

🗓️ 26 September 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion means and how it escalates the OpenAI rivalry.

Transcript

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0:00.0

Anthropic, just announcing a major new international expansion as the AI startup says enterprise

0:05.1

demand surges overseas. Our McKenzie Segalos has details in today's tech check. Hey, Mac.

0:10.7

Hey, Carl. So Anthropic tells me this global hiring blitz shows just how fast its enterprise

0:16.3

business is scaling. They're opening new offices in Tokyo, that's its first in Asia Pact, and across

0:21.7

Europe while also hiring country leads in India, Korea, and Singapore. Now, the company says

0:26.9

it's going where demand already exists. It's applied AI team focused on tailored deployments

0:32.5

for clients in finance, healthcare and telecom will grow fivefold this year. And then it's international,

0:38.2

go-to-market workforce. Those are the folks responsible for selling that enterprise tech will

0:42.6

triple in 2025. It comes as nearly 80% of usage is now happening outside the U.S., where per-user

0:49.7

adoption is already surpassing the United States in places like Singapore, Korea, and Australia.

0:55.4

Now Anthropic has built its entire business around large enterprise customers. But this global

1:01.0

buildout comes as it's increasingly chasing a page out of OpenAI's playbook. Expanding overseas,

1:06.6

just as Sam Altman pushes deeper into the same markets. OpenAI launched a Tokyo office in April,

1:12.9

then expanded into Latin America and India just last month.

1:16.5

But both companies say there is more than enough demand to go around.

1:19.5

I spoke exclusively to Anthropics chief commercial officer

1:22.5

who called this kind of customer appetite unprecedented

1:25.6

and said that their international strategy now mirrors rivals like

1:28.6

OpenEye, OpenAI, where you meet enterprise clients wherever they are through both direct

1:33.1

relationships and integrations with partners like AWS and Google.

1:37.6

And it appears to be working.

1:39.0

Anthropic is scaled from fewer than 1,000 business clients to more than 300,000 in just two years.

...

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