AI & frontier tech
Anthropic Gains Business Spending Lead Despite OpenAI's Broader User Base
Ramp, the corporate credit card and expense management company, released data showing Anthropic has 44% market share among Ramp's paying business users while OpenAI holds 40%, covering more than 70,000 American businesses that spend billions via Ramp's products. While Anthropic's share has been rising steadily quarter over quarter, OpenAI's has plateaued and declined slightly. Anthropic commands 40% of the enterprise LLM API market by spend, unseating OpenAI as the enterprise leader. Anthropic holds an estimated 54% market share in the enterprise coding market, up from 42% six months earlier, versus 21% for OpenAI.
Anthropic has flipped from underdog to the vendor of choice among mid-market and growth businesses, even as OpenAI's total users dwarf its competitor. This spending power determines feature prioritization and investment direction—Anthropic can now pull R&D resources toward enterprise and coding use cases.