TL;DR
Ramp’s latest AI Index reveals that Anthropic now leads OpenAI in the number of business customers, marking a significant industry shift. The trend is based on Ramp’s client expense data, covering over 50,000 companies, but may not reflect the entire market.
Anthropic has now surpassed OpenAI as the leading provider of AI services among business customers, according to Ramp’s latest AI Index. This marks a historic shift in enterprise AI adoption, with Anthropic leading in client count for the first time, based on Ramp’s data from over 50,000 companies.
The Ramp AI Index, compiled from expense data of Ramp’s corporate clients, shows that 34.4% of participating businesses are paying for Anthropic’s AI products, compared to 32.3% for OpenAI. This is the first time Anthropic has held a lead in this metric.
According to Ara Kharazian, Ramp’s economist, Anthropic has already been dominant among high-adoption sectors like finance, technology, and professional services. The shift is part of a broader industry trend, with the percentage of companies using any AI product increasing by 9% over the past year.
In May 2025, only 9% of companies paid for Anthropic’s services, but that figure has tripled over the subsequent 12 months. During the same period, OpenAI’s share declined slightly by 1%. The data suggests a rapid growth in Anthropic’s enterprise footprint, driven by targeted strategies and product focus.
Why It Matters
This development signals a notable shift in the enterprise AI landscape, indicating that Anthropic’s approach to targeting technical and specialized customer bases is resonating more with businesses than OpenAI’s broader offerings. It could influence future enterprise AI purchasing decisions and competitive dynamics among AI providers.
While the data is compelling, it is based solely on Ramp’s client base, which may not fully represent the entire market. Nonetheless, the trend suggests a potential realignment in enterprise AI preferences, which could impact OpenAI’s market share and strategic focus.
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Background
OpenAI has historically been a dominant player in enterprise AI, with widespread adoption in various industries. Anthropic, founded in 2019, initially focused on highly technical clients before expanding its reach. Over the past year, Anthropic’s growth has accelerated, partly due to new product launches and targeted marketing to high-adoption sectors like finance and tech.
The shift is noteworthy given OpenAI’s earlier market dominance and the broader industry trend of increasing AI adoption among businesses. Previous reports indicated steady growth for OpenAI, but recent data from Ramp suggests a turning point.
“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, really succeed in execution and then start broadening out through tools like Cowork.”
— Kharazian, in a blog post
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What Remains Unclear
It remains unclear whether this trend will continue or if OpenAI will regain market share. The data is limited to Ramp’s client base and may not fully reflect the entire enterprise market. Additionally, the impact of new product offerings or strategic shifts by either company is still developing.
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What’s Next
Industry observers will watch for further data from other sources and upcoming product launches. Both companies are likely to adjust their enterprise strategies in response, and market share dynamics could shift again in the coming months.
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Key Questions
Does this mean Anthropic is now the leading AI provider for all businesses?
Not necessarily. The data reflects Ramp’s client base, which covers over 50,000 companies, but may not represent the entire market. Broader industry data is still needed to confirm overall market leadership.
Why has Anthropic gained more business customers recently?
According to analysts, Anthropic’s focus on technical and high-adoption sectors, along with successful product execution, has contributed to its rapid growth in enterprise clients.
Could OpenAI still be the leader in other segments?
Yes. OpenAI remains strong in many sectors and has a broader consumer-facing platform. The current data only indicates a shift among Ramp’s business clients.
Will this change affect AI product pricing or features?
Potentially. Increased enterprise competition could lead to new pricing strategies or product enhancements, but specific plans have not been announced.
