Ramp, the Silicon Valley‑based corporate credit‑card and expense‑management firm, released a snapshot of AI spending across its customer base that puts OpenAI and Anthropic in a tight race for the attention of U.S. businesses. The data set, drawn from more than 70,000 companies that process billions of dollars through Ramp’s bill‑pay and card services, shows Anthropic holding a modest lead in market share, but OpenAI gaining ground at a faster clip.
In May, Anthropic captured 41% of the AI spend among Ramp’s paying business users while OpenAI trailed at 39%. By the end of July, Anthropic’s share edged up to nearly 44%, and OpenAI’s rose to just under 40%. The numbers suggest a persistent, though narrowing, advantage for Anthropic. Yet Ramp’s economist Ara Kharazian noted on X that OpenAI’s growth in the third quarter is outpacing Anthropic’s, hinting that the balance could shift before the quarter ends.
Ramp declined to disclose the dollar amounts behind the percentages, limiting the view to relative market share. The firm also acknowledged that its sample excludes large enterprises that manage spend through other providers such as American Express, meaning the data does not represent the entire corporate AI market. Still, the trends offer a useful barometer for investors watching the two AI labs as they prep for upcoming IPOs.
Beyond the head‑to‑head numbers, the broader picture points to expanding AI adoption. The proportion of Ramp customers paying for AI services rose steadily throughout the year, breaking the 50% threshold in March and climbing to almost 56% by July. The upward trajectory suggests that, regardless of which lab captures a larger slice of the pie, enterprise demand for AI tools is on the rise.
Kharazian’s commentary also touched on the performance of the companies’ flagship models. He praised OpenAI’s latest release, “GPT‑5.6 Sol,” as a strong draw for developers, while noting that Anthropic’s high‑end “Fable 5” model faced pushback over pricing and a new data‑retention rule that obliges users to keep data for 30 days. The criticism underscores how product‑specific factors can sway corporate buyers, adding another layer of volatility to the competition.
Analysts watching the market note that the shifting shares reflect a broader pattern of enterprises testing and switching AI platforms as new capabilities emerge. The data suggests that no single provider has secured a permanent foothold; businesses appear willing to move between offerings based on model performance, cost, and regulatory compliance.
While the numbers stop short of quantifying total revenue, they do confirm that both OpenAI and Anthropic are expanding their business streams. The rising percentage of paying firms indicates a growing overall market, even as the two companies vie for dominance within it.
Investors will likely keep an eye on the remainder of the quarter, waiting to see whether OpenAI’s faster growth can translate into a market‑share lead before the next round of earnings reports and the anticipated public listings of both firms.
Este artículo fue escrito con la asistencia de IA.
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