OpenAI gaining on Anthropic among business users, data shows
anthropic openai
| Source: TechCrunch | Original article
New data shows OpenAI is outpacing Anthropic in attracting business users, highlighting the volatility of enterprise AI spending as firms switch between models.
New data from the expense‑management platform Ramp shows OpenAI narrowing the lead it once held over Anthropic among U.S. businesses that pay for AI services. In May, Anthropic held a 41 % share of Ramp’s paid corporate users compared with OpenAI’s 39 %. By July, the gap had shrunk: Anthropic’s share was approaching 44 % while OpenAI’s had risen to about 40 % (Ramp’s own economist Ara Harazyan notes that OpenAI’s growth rate in this segment now outpaces Anthropic’s).
The shift matters because enterprise AI spending has proved volatile. As each lab rolls out new models, businesses appear willing to “flop back and forth,” testing performance, pricing and integration effort. Investors therefore keep a close eye on how “sticky” corporate AI budgets are; a steady swing in market share signals that spending may be more discretionary than previously assumed.
OpenAI’s incremental gains suggest its recent product updates and pricing moves are resonating with enterprises, even as Anthropic continues to post strong growth. The competitive dynamic could influence pricing strategies, partnership deals and the timing of OpenAI’s planned public listing, which it has hinted could occur as early as 2027.
What to watch next includes the next quarterly data releases from Ramp and other spend‑tracking firms, as well as any major model releases or enterprise‑focused features from the two labs. Analysts will also be monitoring whether OpenAI can sustain its faster growth rate or if Anthropic will re‑establish a wider lead before the end of the current quarter. The evolving balance will be a key indicator of how durable enterprise AI adoption truly is.
Sources
Back to AIPULSEN