TL;DR
Ramp’s latest AI Index reveals that Anthropic now leads OpenAI in the number of verified business customers. This marks a notable change in enterprise AI preferences, driven by Anthropic’s targeted strategy. The trend, based on data from over 50,000 companies, signals shifting industry dynamics.
Anthropic now has more verified business customers than OpenAI, according to Ramp’s latest AI Index, marking a historic shift in enterprise AI adoption. This development is significant because it reflects a changing landscape in the competitive AI industry, with Anthropic gaining ground among corporate clients.
The Ramp AI Index, which analyzes expense data from over 50,000 companies, shows that 34.4% of participating businesses are paying for Anthropic services, compared to 32.3% for OpenAI. This is the first time Anthropic has overtaken OpenAI in this metric.
According to Ramp economist Ara Kharazian, Anthropic has already led among high-adoption sectors such as finance, technology, and professional services. The shift is observed across broader industries, although OpenAI still maintains a lead in some segments. Kharazian noted that the trend has been especially pronounced over the past year, with Anthropic’s share rising from 9% in May 2025 to its current level, while OpenAI’s share has remained relatively stable.
Why It Matters
This shift indicates a potential change in enterprise preferences for AI providers, which could influence competitive strategies among AI labs and impact future market share. The growth of Anthropic’s customer base suggests that its targeted approach—focusing initially on technical and high-adoption sectors—may be resonating more with businesses seeking specialized AI solutions. For investors and industry watchers, this signals a possible rebalancing of power within the enterprise AI space.
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Background
Prior to this development, OpenAI was generally considered the dominant enterprise AI provider, with broader adoption across industries. Anthropic, founded in 2019, initially focused on building safe and reliable AI models for technical customers. Over the past year, it has expanded its offerings and targeted high-adoption sectors, which appears to have paid off in terms of customer acquisition. The Ramp AI Index, launched earlier this year, provides a new lens to observe industry trends based on actual business spending.
In December 2025, OpenAI still ranked higher than Anthropic on OpenRouter’s leaderboard, but the latest data shows a reversal, reflecting rapid growth for Anthropic in a relatively short period.
“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, which was — start with a very technical customer base, focus on their needs, really succeed in execution and then start broadening out through tools like Cowork.”
— Ara Kharazian, Ramp economist
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What Remains Unclear
It is not yet clear whether this trend will continue or if OpenAI will reverse the shift. The data is limited to companies using Ramp, which may not fully represent the entire enterprise AI market. Additionally, the impact of future product developments or corporate strategies remains uncertain.
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What’s Next
Next steps include monitoring upcoming AI Index reports for confirmation of continued trends. Industry analysts will watch for how OpenAI responds and whether Anthropic sustains its growth, especially as new products and partnerships are announced.
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Key Questions
What does this shift mean for enterprise AI competition?
This indicates a potential realignment in market share, with Anthropic gaining ground among corporate clients, which could influence strategic decisions among AI providers and investors.
Are Ramp’s data representative of the entire AI market?
Ramp’s data covers over 50,000 companies using its platform, but it may not fully reflect the global or broader enterprise AI landscape, as it is limited to Ramp clients.
Why did Anthropic’s customer base grow so rapidly?
Experts attribute Anthropic’s success to its targeted focus on technical and high-adoption sectors, along with effective execution and expanding toolsets like Cowork.
