TL;DR
Ramp’s latest AI Index reveals that Anthropic now leads OpenAI in the number of verified business customers. This shift indicates changing preferences among enterprise clients, especially in sectors like finance and tech. The trend is notable but based on Ramp’s data, which covers over 50,000 companies.
Anthropic has now surpassed OpenAI as the AI lab with the most verified business customers, according to Ramp’s latest AI Index. This marks a significant shift in enterprise AI adoption trends and is based on expense data from over 50,000 companies, making it a noteworthy development in the industry.
The Ramp AI Index, compiled from the expense reports of Ramp’s clients, shows that 34.4% of participating companies are paying for Anthropic’s AI services, compared to 32.3% for OpenAI. This is the first time Anthropic has held the top position in this metric.
Ramp economist Ara Kharazian explained to TechCrunch that Anthropic has already gained strong traction within high-adoption sectors such as finance, technology, and professional services. While OpenAI still leads in other sectors, the gap is narrowing, and the trend has been shifting over the past several months.
Data indicates that in May 2025, only 9% of companies used Anthropic’s products, but this figure has grown significantly, increasing by 26 percentage points over the past year. During the same period, OpenAI’s share declined slightly by 1%, and overall AI adoption among companies increased by 9%.
Why It Matters
This shift could signal changing preferences among enterprise clients, potentially impacting the competitive landscape of AI service providers. Anthropic’s growing customer base suggests its strategies—focusing on technical sectors and tailored solutions—are resonating with businesses.
For the AI industry, the development underscores the importance of targeted product offerings and customer-centric strategies. It also raises questions about the future market share dynamics between major AI labs, especially as adoption continues to evolve.
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Background
Anthropic, founded in 2021 by former OpenAI executives, initially focused on building reliable and steerable AI models for enterprise use. Its growth has coincided with increased enterprise interest in safer, more controllable AI systems. OpenAI, meanwhile, has maintained a broad user base with its API and ChatGPT products, but recent data suggests a shift in enterprise preferences.
The AI Index from Ramp, a fintech firm, provides a broad view of industry trends but is limited to companies using Ramp’s expense management platform. Despite this, the data covers a substantial and diverse sample, making the trend noteworthy.
“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 market share in the coming months. The data is based on Ramp’s client base, which may not fully represent the entire industry. Furthermore, the specific reasons behind client switching are not publicly detailed.
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What’s Next
Industry observers will monitor whether Anthropic’s lead persists in upcoming AI Index reports. OpenAI may respond with new enterprise features or partnerships. The competitive landscape could shift further as AI providers refine their offerings and expand their enterprise reach.
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Key Questions
Does this mean Anthropic is now the leading AI provider for all businesses?
No, the data only shows that Anthropic has more verified business customers than OpenAI within Ramp’s client base. It does not necessarily reflect the entire market or all sectors.
What factors contributed to Anthropic’s growth in enterprise customers?
According to industry analysis, Anthropic’s focus on technical, high-adoption sectors and tailored solutions like Cowork have helped attract enterprise clients. Their strategy of targeting specific needs appears to have paid off.
Will OpenAI maintain its market share in the future?
This remains uncertain. OpenAI continues to have a broad user base and may introduce new features or partnerships to regain or expand its enterprise presence.
How reliable is Ramp’s data for industry-wide trends?
While Ramp’s data covers over 50,000 companies and provides meaningful insights, it is limited to Ramp’s client base and may not fully represent the entire industry. Nonetheless, the trend is significant enough to warrant attention.
