Anthropic Closes In on OpenAI in Business Spending as Enterprise Adoption Shifts

Anthropic is on track to overtake OpenAI in business spending within two months, according to corporate spending data that reveals a dramatic shift in enterprise AI adoption patterns.

Ramp, a finance automation and corporate card issuer, reported that 30.6% of its AI-using customers now pay for Anthropic services, up 6.3 percentage points since March. OpenAI currently holds 35.2% of the same customer base, but the gap has narrowed sharply in recent months. Half of all Ramp customers now purchase AI products, the company said.

"At the current pace, Anthropic is on track to surpass OpenAI within the next two months," a Ramp spokesperson told Business Insider. "It already leads among early adopters, including VC-backed companies, and in key sectors like software, finance, and professional services."

Anthropic has pulled ahead of OpenAI in three specific verticals: information services, finance and insurance, and personal services. The company's Claude Code product has gained traction among software engineers and developers, while its models rank highly on Arena.ai benchmarks, factors that appear to influence enterprise purchasing decisions.

Funding structure correlates strongly with AI adoption rates, Ramp's data shows. Venture-backed businesses adopt AI at an 80% rate, compared with 64% for private-equity-backed firms and 45% for companies without institutional backing. This pattern suggests that capital availability and growth mandates drive technology deployment more than operational need alone.

(Ramp's dataset reflects spending behavior among its own customer base and does not capture the full market. However, the platform's corporate client mix provides a window into how business AI adoption is evolving across sectors and company types.)

OpenAI has dominated enterprise AI spending since the release of ChatGPT in late 2022, establishing early relationships with major corporations including Microsoft, which has invested more than $13 billion in the company. Anthropic, founded in 2021 by former OpenAI executives, has positioned itself as a safety-focused alternative and secured backing from Google, Amazon, and other investors. The company's reputation received an unexpected boost after it challenged a Pentagon contract on ethical grounds, a move that resonated with enterprises concerned about AI governance and oversight.