TL;DR
Ramp’s latest AI Index reveals Anthropic now has a higher number of verified business customers than OpenAI, marking a significant industry shift. The trend reflects Anthropic’s growing adoption among corporate clients, though the broader market context remains uncertain.
For the first time, Anthropic has more verified business customers than OpenAI, according to Ramp’s latest AI Index, highlighting a notable shift in enterprise AI adoption patterns.
The AI Index compiled from Ramp’s client expense data indicates that 34.4% of participating companies now pay for Anthropic services, compared to 32.3% for OpenAI. This marks the first occasion where Anthropic has overtaken OpenAI in business customer count.
Ramp economist Ara Kharazian told TechCrunch that Anthropic has already gained significant traction among high-adoption sectors like finance, technology, and professional services. He noted that while OpenAI still leads in other industries, the gap has been narrowing over the past few months.
The data, which covers over 50,000 companies, shows a rapid increase in Anthropic’s user base over the past year. In May 2025, only 9% of businesses paid for Anthropic products; this figure has since grown by 26 percentage points. Meanwhile, OpenAI’s share has declined slightly by 1% during the same period, and overall AI adoption among companies has increased by 9%.
Why It Matters
This shift indicates a changing landscape in enterprise AI adoption, with Anthropic gaining ground on OpenAI. For industry observers, it suggests that Anthropic’s targeted approach and focus on technical customer needs are resonating with corporate clients. The trend could influence future AI service competition and market share dynamics, especially as AI becomes more integral to business operations.
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Background
Anthropic, founded in 2019, initially focused on building safety-aligned AI models for technical and enterprise use. Over the past year, it has expanded its product offerings and targeted high-adoption sectors, which appears to have driven its recent growth. OpenAI, established earlier, has historically dominated enterprise AI markets but has seen signs of plateauing in some segments.
The latest data from Ramp’s AI Index, which is based on expense reports from a broad but not comprehensive sample of companies, provides a snapshot of evolving industry preferences. Prior to this, OpenAI was ranked higher in OpenRouter’s leaderboard as of December 2025, but the recent figures show a reversal of that trend.
“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 — start with a very technical customer base, focus on their needs, really succeed in execution and then start broadening out through tools like Cowork.”
— Kharazian, in a blog post
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What Remains Unclear
It remains unclear whether this trend will continue or if OpenAI will regain its lead in future months. The data is based on Ramp’s client expense reports, which do not necessarily reflect the entire market, and broader industry shifts may influence these figures.
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What’s Next
Industry analysts will monitor upcoming AI adoption reports and market share data to confirm if Anthropic’s lead persists. Additionally, both companies are expected to announce new products and strategic initiatives that could impact their enterprise customer bases.
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Key Questions
Does this mean Anthropic is now the dominant AI provider for businesses?
Not necessarily. While Ramp’s data shows Anthropic has more verified business customers among its clients, it does not represent the entire market. Broader industry data is needed to confirm overall dominance.
Why has Anthropic gained more business customers recently?
Experts suggest that Anthropic’s targeted focus on high-adoption sectors and its strategic execution have contributed to its growth. Its emphasis on technical customer needs appears to resonate with enterprise clients.
Could OpenAI recover its lead?
It is possible. OpenAI continues to develop new products and expand its enterprise offerings. Market dynamics and strategic shifts in the coming months will influence whether it can regain its position.
How reliable is Ramp’s data for industry-wide trends?
Ramp’s AI Index is based on expense data from over 50,000 companies, making it a significant but not comprehensive sample. Its findings are indicative but not definitive of the entire industry.
