TL;DR
Ramp’s latest AI Index reveals Anthropic now serves a larger share of business customers than OpenAI, a first in industry history. This shift reflects changing adoption patterns among enterprise clients over the past year.
For the first time, Anthropic has more verified business customers than OpenAI, according to Ramp’s latest AI Index, highlighting a significant shift in enterprise AI adoption patterns.
The AI Index, compiled from Ramp’s client expense data, indicates that 34.4% of participating companies pay for Anthropic services, surpassing the 32.3% paying for OpenAI. This marks the first time Anthropic has held the top position in this metric.
Ramp economist Ara Kharazian explained that Anthropic has already led among high-adoption sectors such as finance, technology, and professional services. While OpenAI still leads in other industries, the gap has been narrowing over recent months. The data also shows a significant growth for Anthropic: in May 2025, only 9% of businesses paid for Anthropic, which increased by 26% over the following year. Conversely, OpenAI’s share declined slightly by 1% during the same period.
Why It Matters
This development signals a potential shift in enterprise AI preferences, with Anthropic gaining ground among business clients. It may influence industry dynamics, vendor competition, and future AI adoption strategies across sectors.
While the data is limited to Ramp’s client base and may not fully represent the entire market, the broad and diverse sample of over 50,000 companies suggests a meaningful trend. The shift could also reflect broader industry confidence in Anthropic’s offerings, especially among technical and high-adoption user groups.
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Background
Anthropic, founded in 2019, has focused on developing AI models with an emphasis on safety and alignment. Over the past year, the company has expanded its enterprise offerings, notably through tools like Cowork, targeting technical and highly regulated sectors.
OpenAI, established in 2015, remains a dominant player with its GPT models and API services. However, recent industry reports have indicated a slowdown in its enterprise growth, with some clients exploring alternatives amid competitive pressures and evolving needs.
The AI Index by Ramp, which surveys client expense data, offers a unique but limited perspective, as it only captures Ramp’s customer base. Nonetheless, the trend aligns with other industry signals pointing toward increased adoption of Anthropic’s solutions.
“Anthropic has already been in the lead amongst the high adoption groups like finance, tech, professional services. It’s across the other firms where OpenAI still has a lead, but that has been shrinking over the past couple of months.”
— Ara Kharazian, Ramp economist
“What Anthropic did worked really well, which was — start with a very technical customer base, focus on their needs, really succeed in execution and then start broadening out through tools like Cowork.”
— Ara Kharazian, Ramp economist
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What Remains Unclear
It remains unclear whether this trend will continue or if OpenAI will regain its lead in enterprise customer numbers. The data only covers Ramp’s client base, which may not fully reflect the broader market. Additionally, the impact of upcoming product launches or strategic shifts by either company is still unknown.
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What’s Next
Industry analysts will monitor further data releases and market trends to see if Anthropic maintains its lead. Both companies are expected to continue refining their enterprise offerings, potentially influencing future adoption rates. Watch for new product announcements and strategic moves in the coming months.
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Key Questions
Does this mean Anthropic is now the dominant AI provider for businesses?
Not necessarily. The data shows a shift in Ramp’s client base, but it may not fully represent the entire market. OpenAI remains a major player, and broader industry data is needed to confirm a dominant position.
What factors contributed to Anthropic’s growth in business customers?
According to Ramp’s analysis, Anthropic’s focus on technical, high-adoption sectors and successful execution of enterprise tools like Cowork played key roles in its recent growth.
Will OpenAI recover its lead in enterprise customers?
This remains uncertain. OpenAI continues to have a strong presence, but its growth has slowed relative to Anthropic. Future developments and product strategies will influence market share.
How reliable is Ramp’s data for understanding the overall market?
Ramp’s data covers over 50,000 companies but is limited to its client base, which may not fully reflect the entire industry’s trends. Nonetheless, it provides valuable insights into shifting enterprise preferences.
