Anthropic leads AI tool growth; Microsoft 365 dominates by account count

Okta's analysis, based on data from over 20,000 enterprises, offers one of the largest real-world windows into enterprise AI adoption trends. The divergence between growth rate and absolute account count tells a clear story: while Microsoft 365 maintains the largest enterprise footprint (benefiting from deep Office integration), newer or more specialized AI vendors are growing faster. Anthropic's four-year growth rate of 100—more than 50% higher than OpenAI's 66.9—reflects rapid adoption of Claude among enterprises since the model's launch, while OpenAI's slower relative growth may reflect market saturation or switching behavior as enterprises evaluate alternatives.

The finding that 57% of enterprises use multiple AI platforms simultaneously signals a structural shift away from "best-of-breed" consolidation and toward a composable AI stack. Companies are no longer waiting for one vendor to solve all AI needs; instead, they are choosing Anthropic for certain tasks, Microsoft for others, Google for still others. This fragmentation is particularly visible in the diverging trajectories after January 2026: Anthropic accounts are projected to accelerate sharply, while OpenAI and Cursor show moderating growth—a sign that enterprises are actively rebalancing their AI portfolios. The scope limitations (excluding vertical-specific systems, cloud-delivered AI, and security AI) mean this data captures primarily horizontal AI tools, not the full enterprise AI market, but within that segment, the competitive intensity and specialization are clear.