OpenAI has regained growth momentum against Anthropic among U.S. business users tracked by Ramp, a corporate credit card company, after Anthropic briefly overtook it in May.
As of July, Anthropic holds nearly 44% market share versus OpenAI's nearly 40%, but OpenAI is growing faster in Q3.
The shift reflects how quickly enterprises switch between AI providers based on new model releases and pricing, suggesting that business AI adoption remains volatile rather than locked in to a single vendor.
What happened
Ramp, a corporate credit card and expense management company, released data showing OpenAI is now growing faster than Anthropic among its paying U.S. business users in Q3. As of July, Anthropic holds nearly 44% market share to OpenAI's nearly 40%, down from Anthropic's 41% to OpenAI's 39% in May.
Why it matters
The data tracks spending patterns across more than 70,000 American businesses, providing a rare glimpse into how enterprise customers choose between AI providers. It reveals that businesses are switching between the two labs as each releases new models—a sign that enterprise AI spending may not be as "sticky" as investors might hope, and that product quality and pricing decisions directly affect market position.
What to watch
Ramp economist Ara Kharazian attributed OpenAI's growth to GPT-5.6 Sol being "really good, increasingly the choice for developers," while noting that Anthropic's Fable 5 "disappointed both in adoption and real-world application given price + data retention requirements imposed by regulators." The broader market is expanding: the percentage of Ramp's customers paying for AI rose from just over 50% in March to nearly 56% by July.
Ask the AI about this article →
Until OpenAI and Anthropic disclose financial results in their planned IPO filings, investor and analyst insight into their relative business performance has been limited. Ramp's corporate spending data fills a useful gap—it covers a substantial subset of the U.S. business market and operates across multiple industries, though it does skew toward tech companies because of Ramp's popularity in Silicon Valley. The data reveals a market in flux: Anthropic's brief lead in May did not stick, and OpenAI's current faster growth reflects the rapid product cycle in generative AI. The underlying market is also expanding: the share of Ramp's customers paying for AI has climbed steadily from just over 50% in March to nearly 56% by July, suggesting that adoption is broadening beyond early adopters. However, the volatility in which vendor businesses choose—shifting between OpenAI and Anthropic based on each new model release and pricing decisions—signals that enterprise AI spending may be less locked in than investors might assume, creating uncertainty about long-term revenue retention for both companies.
AI-summarized, only the topics you pick — one digest a day via Email, Slack, or Discord.
Free · takes 30 seconds · unsubscribe anytime
Ask AI anything about this article. Q&As are published on this page for other readers too.
Astromech, an AI startup co-founded by Ben Lamm and geneticist George Church, raised $20 million in funding le…
Ode, a venture arm of Anthropic, has acquired Casper Studios to expand its enterprise artificial intelligence…
Alibaba is guiding its AI cloud revenue toward a US$10 billion run-rate in the next quarter, signaling that it…
SK hynix, the world's largest supplier of high-bandwidth memory (HBM), has published a technical roadmap for c…
Alibaba Group's June quarter results show cloud AI revenue growing 45%, while capital expenditure (investment…
Anthropic launched Claude Academy on August 20, a free learning site that explains AI fundamentals and how to…
