
Coding has emerged as the clearest monetization lane for frontier models. Enterprise AI spending on coding hit $4 billion in 2025—55% of all departmental AI spend.
The Numbers
- $4B enterprise AI coding spend in 2025
- 55% of all departmental AI budgets
- 50% of developers now use AI tools daily
Key Players
| Company | Metric | Position |
|---|---|---|
| Claude Code (Anthropic) | $500M+ ARR | Enterprise coding agent, 300K customers |
| Cursor (Anysphere) | $29.3B valuation | $2.3B raise, IDE dominance play |
| GitHub Copilot | Enterprise scale | Microsoft distribution, AGENTS.md integration |
Enterprise AI Spend by Department (2025)
- Coding: $4.0B (55%)
- IT Operations: $700M—incident response and infrastructure
- Marketing: $660M—content generation and campaigns
- Customer Success: $630M—ticket routing, sentiment analysis
Why Coding Wins
Where AI touches direct economic output, budgets consolidate fastest. Coding is measurable labor replacement. Every other AI application still struggles with the EBIT gap—78% adoption but only 39% enterprise-level impact.
Coding agents are becoming the default enterprise entry point for AI.
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