Anthropic closed May with a historic surge in corporate AI spending, overtaking OpenAI for the first time. Ramp’s analysis of more than 70,000 businesses shows the lab’s share of AI subscriptions rose to 41% in May, edging out OpenAI’s 39.5% share.
The jump comes on the heels of a $65 billion financing round that valued Anthropic at $965 billion, followed by confidential paperwork for an initial public offering. The company also rolled out Opus 4.8, the latest iteration of its flagship Claude Opus series, which has become a go‑to tool for developers and code‑generation tasks.
Meanwhile, the White House escalated its dispute with the AI firm. On Friday, officials sent a letter invoking an obscure export‑control directive, demanding that Anthropic bar non‑American users—including its own employees—from accessing the limited‑release Mythos 5 and the newly launched Fable 5 model. The order forced Anthropic to withdraw both models from the market within days.
Industry observers had expected the ban to dent Anthropic’s momentum, but Ramp’s data suggests otherwise. Lead economist Ara Kharazian noted that the company’s best month on record for business adoption coincided with the Department of Defense’s earlier designation of Anthropic as a supply‑chain risk. "If anything, it’ll probably boost them," he told TechCrunch.
While the spending data does not capture every transaction, it does reveal that a substantial portion of corporate AI spend goes to Claude’s Opus line. When model details are visible—about one‑third of the time—businesses favor the later Opus versions for tasks ranging from code analysis to content generation. The new Opus 4.8 release in late May likely contributed to the uptick.
OpenAI remains the dominant player in consumer‑facing AI usage, according to Sensor Tower, but Anthropic’s business‑focused models are gaining traction. The firm’s ability to maintain growth despite regulatory pressure will be a key factor as it prepares for a public listing, a process that typically scrutinizes companies entangled in government controversies.
For now, the data points to a paradox: the very headlines that paint Anthropic’s technology as “dangerous” may be fueling its appeal to enterprises seeking cutting‑edge AI capabilities. Whether the ban on Mythos 5 and Fable 5 will have a lasting impact on revenue remains unclear, but the short‑term picture shows a company riding a wave of corporate demand even as it navigates political headwinds.
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