Anthropic is having a huge 2026. It's only March [Yahoo! Finance]
International Business Machines Corporation (IBM)
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Source: Yahoo! Finance
The same tools it developed under strict safety guidelines are now destabilizing enterprise software, reshaping how engineers work, and putting it at the center of a full-blown Pentagon standoff The AI industry's main sport for the last few years has been benchmarks. Who scores highest, whose context window is longest, whose demo lands hardest at a conference. Anthropic played that game, too. It also made a sustained push into a specific market: software engineers, highly paid and spending their days doing exactly the kind of work AI was getting good at. That focus is now paying off in a way that's changed the conversation about who's actually winning this race. Claude Code had a ChatGPT moment, but for engineers. Engineers started shipping software at speeds that felt almost physically impossible. Anthropic executives have been vocal about what that means for the profession. At Davos, CEO Dario Amodei predicted AI could handle most or all of software engineering work, end to e
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