OpenAI regains momentum vs. Anthropic among business users
Original: OpenAI is gaining on Anthropic with business users, new data indicates
Why This Matters
Shows enterprise AI market share remains fluid, with no clear dominant vendor as adoption expands past 50%.
Ramp data covering 70,000+ U.S. businesses shows Anthropic leads OpenAI 44% to 40% in AI spending share as of July 2026, but OpenAI is growing faster in Q3 to date, driven by GPT-5.6 Sol adoption and Anthropic's Fable 5 stumbles.
Corporate expense platform Ramp released data showing Anthropic holds nearly 44% market share among its business users versus OpenAI's nearly 40% as of July 2026. Anthropic first overtook OpenAI in May, when it hit 41% to OpenAI's 39%. However, Ramp economist Ara Kharazian noted that OpenAI is currently growing faster in Q3 to date, attributing the shift partly to strong adoption of GPT-5.6 Sol among developers. Anthropic's Fable 5, its premium model tier, reportedly underperformed expectations due to pricing and a data-retention policy requiring user data to be held for 30 days—a requirement that drew user criticism. The dataset covers more than 70,000 American businesses spending billions through Ramp's bill pay and corporate card products, though it skews toward tech-sector companies and excludes large enterprises using tools from providers like American Express. Notably, the overall AI spending market continues to expand: the share of Ramp customers paying for AI surpassed 50% in March 2026 and reached nearly 56% by July, suggesting both companies are growing revenue even as they compete for share. The data highlights low switching costs and limited 'stickiness' in enterprise AI spending.