Ramp Data Shows OpenAI Regaining Ground on Anthropic Among Business Users
New spending data from Ramp, the corporate credit card and expense management company, shows that OpenAI is starting to gain ground on Anthropic among U.S. business users. Anthropic first overtook OpenAI among Ramp's paying business customers in May, hitting 41% market share to OpenAI's 39%. As of July, Anthropic holds nearly 44% to OpenAI's nearly 40%, but the gap may be closing again.
The data covers more than 70,000 American businesses that spend billions through Ramp's bill pay and corporate card products. Ramp economist Ara Kharazian notes that OpenAI is currently growing faster than Anthropic in the third quarter to date, driven in part by the popularity of its GPT-5.6 Sol model among developers. Meanwhile, Anthropic's higher-end Fable 5 model disappoints in adoption, hindered by its high price and data retention requirements that require the company to keep user data for 30 days.
Ramp cautions that the data is not a measure of the total market, since it excludes large enterprises using spend-management tools from providers like American Express. Still, the figures suggest that neither company has won permanently, as businesses readily switch between AI providers with each new model release. That volatility raises questions for investors about how sticky enterprise AI spending really is as both companies approach potential IPOs.