Market Chatter: Anthropic Takes Stricter Approach Than OpenAI on Enterprise Discounts

10:00 AM EDT, 09/28/2026 (MT Newswires) -- Amazon-backed (AMZN) Anthropic is ending enterprise customers' discounts once they hit their usage limits in their contracts, while Microsoft-backed (MSFT) OpenAI is offering more flexible discount terms, The Information reported Monday, citing people familiar with the matter. Customers that hit their cap with Anthropic must negotiate a new agreement or face higher prices, the report said, citing managers from three software firms that buy AI from both companies. Meanwhile, OpenAI gives customers who reach their spending commitment in discounted deals the rest of the calendar month, plus an additional month, to negotiate a new deal before prices rise, the report said, citing a person close to OpenAI. Anthropic and OpenAI did not immediately reply to requests for comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.) Price: 245.51, Change: -4.16, Percent Change: -1.67