Anthropic weighs early new model release as OpenAI's Astra takes 13% enterprise AI spend
Reuters reports, citing sources, that Anthropic is considering releasing a new AI model earlier than planned to counter OpenAI's momentum since the launch of GPT-6 Astra, ahead of a possible IPO and days after CEO Dario Amodei publicly called for slowing AI development. OpenRouter data shows Astra captured about 13% of enterprise AI spending within two weeks of its September 3 launch, surpassing Anthropic's Fable series at 8%, and OpenAI's weekly token share rose to about 65% in the first week of September, overtaking Anthropic for the first time in two and a half years.
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Reuters : Sources: Anthropic considers releasing a new AI model to counter OpenAI's momentum since Astra's launch, ahead of an IPO and after Amodei's call for a slowdown — Anthropic is considering rolling out a new AI model to counter OpenAI's momentum since its launch of GPT-6 Astra …
机器之心机器之心
编辑｜山辉 Anthropic 嘴上喊着「放缓」，转头就要发新模型？ 路透社刚发了一条独家： Anthropic 正在考虑提前发布新模型 。 看来 GPT-6 Astra 真的把它打疼了。 两周，撬动两年半的盘子 9 月 1 日，Anthropic 刚发 Fable 5.1，官方口径「最强编程与知识工作模型」，还主动把缓存读取价格砍了 75%，想用性价比稳住企业客户。 没想到 OpenAI 追着打。9 月 3 日，OpenAI 就发了 Astra。Sam Altman 的原话：「我们正努力尽快把 Astra 交到每个人手里」。 这次可不是「感受到压力」这么简单，Anthropic 实打实看到份额在流血。 OpenRouter 统计显示， Astra 上线才两周多，已经吃掉约 13% 的企业 AI 支出份额，而 Anthropic 的 Fable 系列只有 8%。 OpenRouter 分析主管 Peter Walker 直接甩出几个图表，展示了 Astra 从零起步、一步步把 Anthropic 份额压下去的全过程。 OpenRouter 官方数据，2026 年 1–9 月 OpenAI 与 Anthropic 两家模型的周度 token 使用份额。橙色为 Anthropic，蓝色为 OpenAI，50% 虚线为分界。1–6 月 Anthropic 稳居 50% 以上； Astra 上线后，OpenAI 份额快速攀升，9 月第一周达约 65%，Anthropic 降至约 35%。 时隔两年半，OpenAI 首次反超 Anthropic。 一边喊「减速」，一边踩油门 9 月 12 号，Anthropic CEO Dario Amodei 发长文，公开呼吁「放慢 AI 发展的速度」。 这才过了七天。 虽然 Altman 和马斯克都罕见地公开附和，「Dario 是对的」，但也许 Anthropic 能接受的「放缓」是自己仍处在领先位置的「放缓」。 眼见对手没慢下来，Anthropic 自己坐不住了。虽然安全叙事是 Anthropic 的品牌口号，但商业竞争可不认这个。 Fable 5 发布两个月，企业客户没有像预期那样踊跃升级到最贵的旗舰模型，份额卡在 11% 左右就不动了。企业用脚投票，选了更便宜但「够用」的 Opus 5。 现在 Astra 一来，连「够用」这个位置都
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