TL;DR
Ramp’s latest survey indicates Anthropic now serves more business customers than OpenAI—34.4% versus 32.3%. This marks a notable industry shift, driven by Anthropic’s targeted strategy. The trend is significant but remains subject to broader market confirmation.
For the first time, Anthropic has more verified business customers than OpenAI, according to Ramp’s latest AI Index. The survey shows 34.4% of participating companies are paying for Anthropic services, compared to 32.3% for OpenAI. This marks a significant industry shift, highlighting Anthropic’s growing market presence among enterprise clients.
The Ramp survey, based on expense data from over 50,000 companies, indicates that Anthropic has overtaken OpenAI as the leading AI provider among business customers for the first time. The data shows a rapid growth in Anthropic’s customer base, rising from 9% in May 2025 to 34.4% now, a 25.4 percentage point increase over 12 months.
In contrast, OpenAI’s share has slightly declined, from 33.4% to 32.3% over the same period. The survey notes that Anthropic has seen particular traction in sectors like finance, technology, and professional services, where early adoption was strongest. Experts from Ramp suggest that Anthropic’s focused approach on technical customers and execution has driven this growth, even as broader market dynamics remain uncertain.
Why It Matters
This shift matters because it signals a changing landscape in enterprise AI adoption. Anthropic’s lead suggests that targeted, technical-focused strategies can effectively capture market share in a competitive environment. For the industry, it underscores the importance of customer-centric product development and strategic positioning, which could influence future AI vendor competition and innovation.
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Background
Prior to this development, OpenAI had maintained a dominant position in enterprise AI adoption, supported by its broad product offerings like GPT-4 and ChatGPT. However, recent months have seen increased competition from Anthropic, which launched its Claude models and tools tailored for business use, focusing on safety and reliability. The AI Index from Ramp, an fintech firm, provides one of the few broad datasets capturing industry trends, with the latest data reflecting a significant market shift over the past year.
This change follows a period of rapid growth for Anthropic, which expanded its enterprise offerings and targeted high-adoption sectors early on. The data also aligns with other indicators, such as OpenRouter rankings, where OpenAI’s lead has diminished since December 2025.
“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 — start with a very technical customer base, focus on their needs, succeed in execution, and then broaden out through tools like Cowork.”
— Ara Kharazian, Ramp economist
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What Remains Unclear
It remains unclear whether Anthropic’s lead will persist long-term, as market dynamics and customer preferences continue to evolve. The data is based solely on Ramp’s client base, which may not fully represent the entire industry. Broader market surveys and independent metrics are needed to confirm whether this trend is universal.
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What’s Next
Next steps include monitoring broader industry data sources, such as independent surveys and platform rankings, to verify if Anthropic’s lead is sustained. Additionally, competitive strategies from OpenAI and other players will influence future market share. Further updates from Ramp and industry analysts are expected in upcoming quarters.
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Key Questions
What does this shift mean for the AI industry?
This indicates a possible shift toward more specialized, technically focused AI providers gaining enterprise traction, which could reshape competitive dynamics and product strategies.
Is Ramp’s data representative of the entire AI market?
Ramp’s data covers over 50,000 companies using its services, but it may not fully reflect the entire industry, as it only includes Ramp clients.
Could OpenAI regain its lead?
Yes, it remains possible if OpenAI enhances its enterprise offerings or shifts its strategy, but current data suggests a narrowing gap.
Why did Anthropic’s growth accelerate recently?
Anthropic focused on high-need sectors, launched targeted tools, and executed well on enterprise requirements, which contributed to its rapid growth.
