Big Tech's AI Power Struggle Intensifies Among Companies, Government, and Security

The global AI industry is escalating beyond mere model competition, with a focus on corporate, security, and platform dominance. On May 14, developments included Anthropic's rapid expansion in the corporate AI market, tensions between OpenAI and Apple, and increased AI oversight by the U.S. government.

Anthropic Surpasses OpenAI in Corporate AI Market

Anthropic is quickly establishing its presence in the corporate AI sector. According to market data firm Ramp's AI index, Anthropic's adoption rate of AI in businesses has reached 34.4%, surpassing OpenAI's 32.3% for the first time. This shift is attributed to a surge in demand for automation in coding, legal, and financial tasks based on the Claude model.

On the same day, Anthropic announced an expansion of its strategic partnership with PwC. PwC plans to train 30,000 U.S. employees on the 'Claude Code' and aims to extend AI utilization throughout its global organization. The two companies will also establish a separate AI Center of Excellence (CoE) to jointly pursue corporate AI transformation projects.

Industry experts suggest that Anthropic is evolving from a simple generative AI company into an 'enterprise operating platform.' The rapid increase in demand for AI agent-based task automation is reshaping the corporate market landscape, which has traditionally been dominated by OpenAI.

OpenAI-Apple Tensions Rise Over Platform Control

Tensions between OpenAI and Apple are also escalating. According to Bloomberg, OpenAI is considering legal action regarding its AI collaboration agreement with Apple. Initially, the two companies planned to integrate ChatGPT into Siri and the iOS ecosystem, but conflicts have arisen as Apple expands its adoption of other AI models, including Google Gemini and Anthropic Claude.

Particularly, Apple is exploring options that would allow users to select their preferred AI models in its next operating system, potentially diminishing OpenAI's influence within the platform. Industry analysts have noted that "the search engine wars of the AI era are now shifting to operating systems and personal assistant platforms."

U.S. Government Strengthens AI National Security Oversight

The U.S. government's moves to regulate AI are accelerating. Major companies, including Google, Microsoft, and xAI, have agreed to pre-submit next-generation AI models to agencies under the U.S. Department of Commerce. This initiative aims to verify the security and risks of models before they are publicly released.

Simultaneously, the U.S. Department of Defense has signed contracts with OpenAI, Google, Microsoft, and AWS to enhance military AI collaboration through secure networks. In contrast, Anthropic continues to express concerns over the use of surveillance and autonomous weapons, leading to ongoing tensions with the Defense Department.

* This article has been translated by AI.

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