New data from Ramp, the corporate credit card and expense management company, indicates that OpenAI is regaining ground against Anthropic among US business users, a shift that suggests competitive dynamics in enterprise AI remain fluid. Ramp’s figures, which cover more than 70,000 American businesses using its bill pay and card products, show Anthropic took the lead from OpenAI in May, with 41% market share to OpenAI’s 39%. By July, Anthropic had expanded its advantage to nearly 44%, while OpenAI held at roughly 40%. The customer base skews toward the technology industry, given Ramp’s popularity in Silicon Valley, but spans multiple sectors.
Ramp economist Ara Kharazian said that in the current quarter through early August, OpenAI is growing faster than Anthropic among this segment, though he cautioned that the quarter still has a month remaining and trends can shift quickly. Ramp provided only percentage shares and declined to disclose actual dollar amounts spent by its customers. Kharazian attributed OpenAI’s recent uptick to the performance of its latest model, GPT-5.6 Sol, which he said is increasingly popular with developers. He also noted that Anthropic’s higher-end Fable 5 model has disappointed in both adoption and real-world application, citing pricing and data retention rules imposed by regulators.
Anthropic’s Fable tier is priced for a more specialized set of use cases rather than a general-purpose chatbot, according to the source, but the company drew criticism when it informed users that it would retain their data for 30 days. The Ramp data is not a measure of the total market, as it excludes large enterprises that rely on spend-management tools from providers like American Express. Still, it provides a signal that Anthropic has not locked in a permanent lead, and that businesses are willing to switch allegiances as each lab releases new models.
The volatility in market share should give investors in both companies pause about how sticky enterprise AI spending really is, the source material suggests. At the same time, Ramp’s data shows the overall market for paid AI tools is expanding among its customers. The percentage of Ramp customers paying for AI climbed past 50% in March and reached nearly 56% by July, indicating that both OpenAI and Anthropic can grow revenue even while competing for share. No further details on spending totals or projections were provided in the source.
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