The latest data from Ramp, a corporate credit card and expense management platform, shows that OpenAI has regained more than 40% market share in the U.S. enterprise AI market, surpassing Anthropic. Data showed that in May, Anthropic had a 41% market share compared to OpenAI's 39%; by July, Anthropic's share approached 44%, while OpenAI's was close to 40%. Ara Kharazian, an economist at Ramp, said that since the third quarter began, OpenAI's growth rate in this field has exceeded that of Anthropic.
This data covers more than 70,000 U.S. companies, which spend billions of dollars through Ramp's billing payment and corporate credit card products, with clients mainly concentrated in the technology industry. However, Ramp did not disclose specific spending amounts, and the data does not represent the entire enterprise AI market, as it does not include large enterprises using other expense management services such as American Express.
Kharazian believes that GPT-5.6Sol is gradually becoming the choice of developers due to its strong performance, while Anthropic's premium product Fable faces challenges related to pricing and data retention requirements. Anthropic previously required Fable users to retain data for 30 days, which sparked some controversy.
Notably, according to Ramp's data, the paid penetration rate of enterprise AI continues to rise, increasing from over 50% in March to nearly 56% in July. This indicates that while both model vendors compete for market share, overall enterprise AI spending is still expanding. As new models continue to evolve, the choices made by enterprise customers between OpenAI and Anthropic are showing more pronounced dynamics, and the market share and customer loyalty of AI companies remain highly variable.
