Anthropic is also making changes to Claude pricing for enterprise users. As per reports, the company has started charging Claude enterprise users based on per-seat usage with consumption commitments. The AI company has also removed API discounts that were previously offered to its enterprise customers. However, the new plans are lower than earlier fixed subscription tiers. In simple terms, the company has lowered the plan cost, but it is now more dependent on usage.
As per a report by Let’s Data Science, the company has now started charging lower ($20 per month) seat fees for many roles, including technical and business seats, from earlier $40–200 per month. However, users are now required to pay for an estimated monthly token usage amount, even if actual usage is lower than estimated. In addition, the removal of a 10–15 percent API discount will also add to the burden on enterprise users.
Impact on costs
The new pricing brings Claude into price parity with major competitors at the individual level, but the removal of API discounts and estimated monthly token usage increases the total cost of ownership for enterprise deployment.
Monetisation push
The move has come at a time when AI companies are investing billions of dollars in the development of AI technologies, but the business is yet to generate comparable revenue. Recently, while speaking at the BlackRock US Infrastructure Summit in Washington, DC, OpenAI CEO Sam Altman predicted that AI could eventually become a basic service that people use daily, much like electricity, where people will pay for it depending on how much they use.
Anthropic’s new plans are a step in this direction, where the seat fee only covers access to the platform, and customers will commit to and pre-pay estimated token consumption that they plan to use.
Meanwhile, the move might have also been necessitated by recent reports where several users reported being unable to fully utilise Claude due to faster-than-expected token consumption.
Following an investigation on April 3, the company said that most of the high token usage, or “burn,” was caused by a small number of specific usage patterns requiring large amounts of tokens. At the time, Anthropic’s Lydia Hallie also said that the company is rolling out more efficiency improvements.
Revenue growth and expansion plans
Meanwhile, Anthropic has recently announced that its run-rate revenue (RRR) has now surpassed $30 billion, highlighting the growing popularity of the company. The figure is remarkable, especially considering that the company reported its RRR at $9 billion at the end of 2025.
Anthropic is also expanding its capacity to accommodate anticipated demand. The company has recently signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity. According to the company, the new infrastructure is expected to come online starting in 2027.
