Anthropic rolls out Claude Cowork updates across the enterprise after shaking software stocks

Less than a month after Anthropic’s Claude plugins sparked a $285 billion software stock selloff that fueled Wall Street’s ‘SaaSpocalypse,’ the Claude Code maker is now moving to turn early buzz into enterprise traction. The AI startup on Tuesday introduced a broader set of connectors and plugins for Claude Cowork, its knowledge worker product that rattled software stocks and put investors on alert.

The update marks Claude Cowork’s shift from research preview into what Anthropic describes as a production-ready offering for large organizations. The company is betting that deeper integrations with everyday workplace tools will help push the product from curiosity to daily dependency.

Starting Tuesday, companies can link Claude Cowork directly to systems such as Google Drive, Gmail, DocuSign, and FactSet. Teams can build custom plugins for functions like financial analysis, engineering workflows, and HR operations. Anthropic says these plugins can capture internal processes and institutional know-how, giving employees more relevant context inside the AI interface.

Claude Cowork Goes Enterprise: Anthropic Expands AI Tool After Wall Street Jolt

“We’re trying to make it much more accessible and much more ready for anyone to be able to use,” Kate Jensen, Head of Americas at Anthropic, told CNBC.

Markets have been watching closely. Ahead of the announcement, the iShares Expanded Tech-Software Sector ETF fell nearly 5% on Monday, reflecting investor concern that AI-driven productivity tools could pressure traditional software vendors.

Anthropic enters this phase from a position of strength in enterprise sales. The company says roughly 80% of its revenue already comes from business customers. At the same time, competition is intensifying. OpenAI and Google continue pushing aggressively into the same high-value enterprise AI budgets.

Claude Cowork builds on the company’s earlier momentum with Claude Code, an AI programming assistant that has gained traction inside engineering teams over the past year. Anthropic’s pitch is clear: if developers now rely heavily on AI copilots, knowledge workers across finance, legal, and operations could follow the same path.

“Engineers think about Claude Code as a tool that they just couldn’t live without anymore,” Jensen said. “We expect that every knowledge worker will feel that way about Cowork.”

Founded in 2021 by former OpenAI researchers and executives, Anthropic has moved quickly from research lab to one of the most closely watched AI companies. The release of ChatGPT in 2022 triggered the current AI boom. Anthropic followed with its Claude chatbot, and its valuation has climbed to $380 billion.

Jensen said Claude Cowork moves past the basic chatbot model many employees already know. With real-time context pulled from internal systems, the company believes the experience will feel materially different inside large organizations.

“We’re actually bringing the context that we need and the admin controls that enterprises really have always cared about to make these experiences for the end users just really different than anything they’ve really had before,” she said.

The broader rollout lands at a moment when corporate buyers are shifting from AI experimentation to deployment. Whether Claude Cowork becomes embedded across the enterprise may depend less on raw model capability and more on how smoothly it fits into the tools workers already use every day.