In July 2026, Anthropic further cemented its position as a leading AI provider, accounting for 65.1% of total spending, according to an analysis by Vercel. At the same time, the company’s token prices are significantly higher than those of its competitors. Overall, spending on AI increased by 37%, while average token prices fell by 13.6%. Anthropic accounted for 30% of total token volume, but its average price was 4.4 times higher than the industry average.
The company’s strong revenue growth is primarily driven by rising demand for its Claude models and expectations surrounding upcoming versions. Meanwhile, DeepSeek unexpectedly overtook Google in terms of token volume, a sign of the intensifying international competition among AI providers.