"India has become one of Anthropic's most strategically important markets, with the country already ranking as the second-largest user base for Claude and usage heavily skewing toward technical and work-related tasks, including software development. Arch-rival OpenAI is also sharpening its focus on the market with plans to open an office in New Delhi - a sign India is fast becoming one of the most contested arenas in the global race to commercialize generative AI."
"While India offers enormous scale - with more than a billion internet subscribers and over 700 million smartphone users - converting that reach into meaningful revenue has proven difficult, pushing AI companies to experiment with aggressive pricing and promotions. OpenAI last year introduced ChatGPT Go, its under-$5 plan aimed at attracting Indian users, and later made it available free for a year in the country."
Anthropic appointed Irina Ghose, a former Microsoft India managing director, to lead its India business and plans to open an office in Bengaluru. Ghose spent 24 years at Microsoft and stepped down in December 2025. India is a strategically important market with heavy technical and work-related Claude usage, and arch-rival OpenAI is also opening a New Delhi office. India offers massive scale — over a billion internet subscribers and 700 million+ smartphone users — but monetization remains difficult, prompting aggressive pricing and promotions. Claude downloads and consumer spending in India rose substantially but remain well below U.S. revenue levels. CEO Dario Amodei visited in October.
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