TL;DR
Ramp’s latest AI Index reveals that Anthropic now has a higher percentage of business customers than OpenAI, marking a significant industry shift. This change reflects Anthropic’s growing adoption among enterprise users, especially in finance and tech sectors.
For the first time, Anthropic has more verified business customers than OpenAI, according to Ramp’s latest AI Index, based on expense data from over 50,000 companies. This shift signals a changing landscape in enterprise AI adoption, with Anthropic gaining ground among corporate clients.
Ramp’s AI Index, compiled from client expense data, shows that 34.4% of participating businesses are paying for Anthropic services, compared to 32.3% for OpenAI. This marks the first time Anthropic has overtaken OpenAI in this metric. The data indicates that Anthropic’s growth has been particularly strong over the past year, rising from 9% in May 2025 to 34.4% in May 2026. In contrast, OpenAI’s share has slightly declined during the same period. The survey highlights that Anthropic has gained traction especially in sectors like finance, technology, and professional services, where early adoption was more prominent. Experts, including Ramp economist Ara Kharazian, note that the trend is industry-wide, though the index’s scope is limited to Ramp clients and may not fully represent the broader market.
Why It Matters
This development is significant because it indicates a shift in enterprise AI preferences, with Anthropic gaining a competitive edge over OpenAI in terms of business adoption. Such a trend could influence enterprise purchasing decisions, vendor competition, and the future direction of AI tool development. It also suggests that Anthropic’s targeted approach—focusing initially on technical and high-adoption sectors—may be paying off, potentially reshaping industry leadership in AI services.
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Background
Prior to this shift, OpenAI had maintained a lead in enterprise AI adoption, supported by its widespread consumer-facing products like ChatGPT and its early market presence. Over the past year, Anthropic has intensified its enterprise focus, launching tools like Claude and expanding its customer base. The AI Index from Ramp, a fintech firm, offers a unique perspective but is limited to companies using Ramp’s expense management platform. The trend of increasing adoption of AI tools across industries has accelerated, with overall usage rising by 9% in the past year, according to the same data. The competitive landscape remains dynamic, with OpenAI still holding a strong position outside Ramp’s dataset, and other metrics like OpenRouter rankings showing fluctuating leadership.
“Anthropic has already been in the lead amongst the high adoption groups like finance, tech, professional services. It’s across the other firms where OpenAI still has a lead, but that has been shrinking over the past couple of months.”
— Ara Kharazian, Ramp economist
“What Anthropic did worked really well, starting with a very technical customer base, focusing on their needs, and then broadening out through tools like Cowork.”
— Ara Kharazian, Ramp economist
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What Remains Unclear
It remains unclear whether this trend will continue, as Kharazian expressed skepticism about Anthropic’s long-term advantage. The data is limited to Ramp’s clients, and broader industry data could show different patterns. Additionally, market dynamics, product developments, and enterprise preferences are still evolving, making future shifts uncertain.
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What’s Next
Next steps include monitoring whether Anthropic maintains its lead as more companies adopt its services outside Ramp’s dataset. Industry analysts will watch for broader market surveys and the impact of new product launches. Further data from other sources will clarify if this trend signals a permanent shift or a temporary fluctuation.
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Key Questions
Does this mean Anthropic is now the leading AI provider for businesses?
Not necessarily. The data shows Anthropic has more business customers within Ramp’s client base, but broader industry data still needs to confirm if it leads overall.
Why has Anthropic gained more enterprise clients recently?
Experts suggest that Anthropic’s focus on technical customers and tailored tools like Claude and Cowork have resonated with enterprise needs, especially in sectors like finance and tech.
Could OpenAI regain its lead?
Yes, as OpenAI continues to expand its offerings and enterprise strategies, it could regain ground. The market remains competitive and dynamic.
How reliable is Ramp’s data for industry-wide trends?
While Ramp’s data covers over 50,000 companies and provides valuable insights, it only reflects Ramp’s client base and may not fully represent the entire market.
