Anthropic is considering releasing a new model earlier than planned after OpenAI’s GPT-6 Astra launched and took enterprise share, Reuters reported. According to PANews, the company has also discussed moving up its release schedule, while its IPO plan may be delayed until November.

OpenRouter data showed Astra captured about 13% of enterprise AI spending about two weeks after launch, while Anthropic’s Fable series held about 8%. OpenRouter analyst Peter Walker said OpenAI’s share rose to about 65% in the first week of September, while Anthropic fell to about 35%, marking the first time in two and a half years that OpenAI overtook Anthropic on the platform.

Anthropic released Fable 5.1 on September 1 and cut cache read prices by 75%. OpenAI released Astra on September 3, and CEO Sam Altman said the company was working to get Astra to everyone as quickly as possible.

OpenRouter weekly token usage data showed Anthropic held more than 50% of platform share from January to June 2026 before Astra’s launch. After Astra went live, OpenAI’s share increased quickly, and Anthropic’s share declined.

Reuters also reported that Anthropic CEO Dario Amodei published an essay on September 12 calling for AI development to slow down. Sam Altman and Elon Musk later publicly agreed with him. Seven days later, Reuters reported that Anthropic was considering changing its release pace and bringing out a new model sooner than planned.