OpenAI is reportedly offering discounts of up to 90 percent to lure large customers away from Anthropic, according to a report by The Information that The Decoder summarized on October 25, 2026. The claims come from a single outlet, with customer figures attributed to company executives; neither OpenAI nor Anthropic has confirmed them in the coverage we reviewed, and we could not read the paywalled original in full.
What the report says
As relayed by The Decoder, The Information describes OpenAI as pulling major customers away from Anthropic with aggressive discounts. The examples are specific. Rippling’s CEO, Parker Conrad, reportedly said OpenAI’s share of the company’s coding workload rose from 16 percent to 52 percent, while Anthropic’s share fell from 57 percent to 18 percent.
Replit reportedly switched after OpenAI offered more than 30 percent off a contract worth over $100 million a year. DataCamp’s CEO, Jonathan Cornelissen, is quoted as saying OpenAI’s pricing cut the company’s costs by 80 to 90 percent. A US bank with more than $7 billion in assets reportedly doubled its ChatGPT seats to 500 employees at no extra charge, at under $7 per user compared with the usual $20 or more.
Real price cuts, not only discounts
The report separates negotiated deals from list-price changes. OpenAI is said to be sacrificing some margin to gain share, but it has also made genuine cuts through its Sol and Luna model lines, which the article attributes to more efficient models and infrastructure. It adds that Anthropic’s growth slowed between the second and third quarters, citing an investor memo, and that both face price pressure from Chinese models such as DeepSeek and Kimi.
Where list prices stand today
Discounts only matter relative to list prices, so we checked both companies’ pricing pages on October 26. They are close. Anthropic lists Sonnet 5.5 at $2 per million input tokens and $10 per million output tokens; OpenAI lists GPT-6.1 Sol at the same $2 and $10. Anthropic’s Haiku 5.5 costs $0.10 and $0.50 for prompts up to 100,000 tokens, matching OpenAI’s GPT-6 Luna at $0.10 and $0.50.
At the top end, Anthropic’s Fable 5.1 ($10 and $50) matches OpenAI’s GPT-6 Astra. OpenAI’s page lists standard-tier prices for prompts up to 272,000 tokens, so long-context rates differ. With list prices near parity, large gaps would come from negotiated contracts, which are not public, so the reported 80 to 90 percent figures cannot be checked against published rates.
Background: a tightening contest over enterprise contracts
In September, The Information reported, as summarized by The Next Web, that Anthropic’s enterprise discounts, which software managers put at about 15 percent off list, end once a customer uses the tokens in its contract, forcing a renegotiation or list pricing. The same coverage describes OpenAI as more lenient on lapsed contracts and says some large customers face “share of wallet” clauses that steer most of their AI budget to one provider. It named CodeRabbit as a company that moved its main supply from Anthropic to OpenAI. The Next Web said it had not verified the claims.
We reported earlier that Replit made OpenAI models its default, a move whose terms were disputed at the time. The new report adds a number: a discount above 30 percent on a contract worth over $100 million a year. We found no enterprise market-share data we could verify, so we state none. Anthropic’s own financial position is covered in our report on its draft IPO prospectus.
What it means for buyers
For companies that buy model access at scale, the practical lesson is that list price is a starting point. Contract terms, commitment size and the willingness to move workloads all affect what is paid. Teams that can route requests across providers have more leverage. Our guide on cutting your AI API bill covers technical levers, such as caching and smaller models.
What to watch next
- Whether OpenAI or Anthropic comments publicly on the reported discounts.
- Whether Anthropic changes list prices or enterprise contract terms in response.
- Any updates to OpenAI’s Sol and Luna pricing.
- Anthropic’s financial disclosures for signs of the effect on growth.
Key takeaways
- The Information reportedly says OpenAI is offering discounts of up to 90 percent to win Anthropic’s large customers.
- Named examples include Rippling, Replit and DataCamp; a US bank was described anonymously.
- Current list prices for comparable OpenAI and Anthropic models are very similar, so gaps come from private deals.
- The claims rest on one outlet and have not been confirmed by either company in the coverage we reviewed.
- Buyers with multi-provider setups have the most negotiating room.
Frequently asked questions
Has OpenAI confirmed the 90 percent discounts?
Not in the coverage we reviewed. The figures come from The Information’s reporting, as summarized by The Decoder, and some come from customer executives quoted there.
Are OpenAI’s API list prices lower than Anthropic’s?
Not by much. On the pricing pages we checked on October 26, comparable tiers such as Sonnet 5.5 and GPT-6.1 Sol are priced identically at $2 and $10 per million tokens.
What does a discount of up to 90 percent mean?
It is the reported best case for one customer, DataCamp’s reported cost reduction of 80 to 90 percent. Most customers are not described as receiving that much.
