OpenAI is gaining on Anthropic with business users, new data indicates

New data from corporate credit card and expense management company Ramp reveals that OpenAI is gaining on Anthropic among US businesses. OpenAI, once the leading provider for both businesses and consumers, lost its market lead to Anthropic in May, when Anthropic's market share rose to 41%, compared to OpenAI's 39%. As of July, Anthropic has nearly 44% of the market, while OpenAI holds nearly 40%.

Ramp's data covers over 70,000 American businesses that spend billions through Ramp's bill pay and corporate card products, with a majority of these customers in the tech industry. OpenAI is currently growing faster among this segment in Q3 to date than Anthropic, though there is still a month left in the quarter. Ramp economist Ara Kharazian notes that businesses are willing to switch back and forth as each lab releases new models, indicating volatility in enterprise AI spending that should give investors pause.

Kharazian also pointed out that OpenAI's new model, GPT-5.6 Sol, is increasingly the choice for developers, while Anthropic's higher-end model, Fable, has disappointed due to price and data retention requirements imposed by regulators. Despite these challenges, both companies show signs of growing revenue as the overall AI market continues to expand, with nearly 56% of Ramp's customers paying for AI as of July.