HomeOpenAI overtakes Anthropic in enterprise market share as AI spending grows
Recent figures from Ramp, a corporate credit card and expense management platform, reveal that OpenAI has reclaimed over 40% of the U.S. enterprise AI market, overtaking Anthropic. In May, Anthropic held a 41% share against OpenAI’s 39%; by July, Anthropic’s share rose to nearly 44%, while OpenAI’s hovered around 40%. Ara Kharazian, an economist at Ramp, noted that since the start of the third quarter, OpenAI’s growth rate in this sector has outpaced that of its competitor.
This analysis encompasses more than 70,000 U.S. companies, which spend billions through Ramp’s billing and corporate credit card services, with clients primarily in the technology sector. Ramp did not disclose specific spending figures, and the data does not represent the entire enterprise AI market, as it excludes large enterprises using other expense management platforms like American Express.
Kharazian suggests that GPT-5.6Sol is becoming the preferred choice for developers due to its robust performance, whereas Anthropic’s premium product, Fable, faces hurdles related to pricing and data retention policies. Previously, Anthropic required Fable users to retain data for 30 days, a policy that sparked significant controversy.
Notably, Ramp’s data indicates that the paid adoption rate for enterprise AI is steadily increasing, rising from over 50% in March to nearly 56% in July. This trend suggests that while model vendors compete for market share, overall enterprise AI spending continues to expand. As new models evolve, the choices made by enterprise customers between OpenAI and Anthropic are displaying more pronounced shifts, with market share and customer loyalty remaining highly dynamic.
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Recent figures from Ramp, a corporate credit card and expense management platform, reveal that OpenAI has reclaimed over 40% of the U.S. enterprise AI market, overtaking Anthropic. In May, Anthropic held a 41% share against OpenAI’s 39%; by July, Anthropic’s share rose to nearly 44%, while OpenAI’s hovered around 40%. Ara Kharazian, an economist at Ramp, noted that since the start of the third quarter, OpenAI’s growth rate in this sector has outpaced that of its competitor.
This analysis encompasses more than 70,000 U.S. companies, which spend billions through Ramp’s billing and corporate credit card services, with clients primarily in the technology sector. Ramp did not disclose specific spending figures, and the data does not represent the entire enterprise AI market, as it excludes large enterprises using other expense management platforms like American Express.
Kharazian suggests that GPT-5.6Sol is becoming the preferred choice for developers due to its robust performance, whereas Anthropic’s premium product, Fable, faces hurdles related to pricing and data retention policies. Previously, Anthropic required Fable users to retain data for 30 days, a policy that sparked significant controversy.
Notably, Ramp’s data indicates that the paid adoption rate for enterprise AI is steadily increasing, rising from over 50% in March to nearly 56% in July. This trend suggests that while model vendors compete for market share, overall enterprise AI spending continues to expand. As new models evolve, the choices made by enterprise customers between OpenAI and Anthropic are displaying more pronounced shifts, with market share and customer loyalty remaining highly dynamic.
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