TL;DR
Ramp’s AI Index reveals that Anthropic now leads OpenAI in the number of business customers, marking a significant shift in enterprise AI usage. The trend reflects Anthropic’s growing market share over the past year.
Anthropic has now surpassed OpenAI in the number of verified business customers, according to Ramp’s latest AI Index. This marks the first time Anthropic has held the top position, highlighting a significant shift in enterprise AI adoption patterns.
The AI Index, compiled from Ramp’s clients’ expense data, shows that 34.4% of participating companies are paying for Anthropic services, compared to 32.3% for OpenAI. This data covers more than 50,000 companies and indicates a notable growth trend for Anthropic over the past year. In May 2025, only 9% of businesses paid for Anthropic, but this figure has increased by 26 percentage points over the following 12 months. Meanwhile, OpenAI’s share declined slightly by 1% during the same period. Experts note that Anthropic’s initial focus on technical and high-adoption sectors like finance, tech, and professional services has contributed to its rise, though OpenAI still leads in other industry segments.
Why It Matters
This shift signals a changing landscape in enterprise AI, with more companies adopting Anthropic’s offerings. It suggests that Anthropic’s targeted strategy and execution have resonated with business clients, potentially impacting market dynamics and competitive positioning among AI labs. For investors and industry watchers, this trend underscores the importance of tailored solutions and customer focus in scaling AI adoption.
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Background
Anthropic, founded in 2021, initially targeted technical and high-adoption sectors before expanding broadly. Over the past year, it has seen rapid growth in enterprise clients, outpacing OpenAI, which has historically led in overall market share. The data from Ramp’s index, which includes a broad and diverse sample of companies, reflects a wider industry trend of increasing AI adoption. Prior to this shift, OpenAI maintained a dominant position, but recent months have seen Anthropic’s momentum accelerate, driven by strategic focus and product success.
“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 — starting with a very technical customer base, focusing on their needs, succeeding in execution, and then 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 regain market share in the coming months. The data is based on Ramp’s client base, which may not fully represent the entire industry. Additionally, the impact of new product launches or strategic shifts by either company remains to be seen.
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What’s Next
Industry analysts will monitor whether Anthropic maintains its lead as more companies expand their AI usage. Both companies are expected to introduce new features and partnerships, which could influence future market share. Further data releases and industry surveys will clarify whether this trend persists.
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Key Questions
Does this mean Anthropic is now the leading AI provider for all businesses?
Not necessarily. The data reflects a specific sample from Ramp’s client base, which may not represent the entire industry. Other surveys and broader market data are needed to confirm overall leadership.
What factors contributed to Anthropic’s growth over the past year?
Anthropic’s strategic focus on technical and high-adoption sectors, along with successful product execution and expanding tools like Cowork, have driven its growth in enterprise clients.
Will OpenAI recover its market share?
It remains uncertain. OpenAI still leads in some industry segments, and future product developments or strategic shifts could influence its position.
How reliable is Ramp’s data for industry-wide trends?
Ramp’s index includes over 50,000 companies, making it a broad sample, but it only captures Ramp clients. Its findings are indicative but not definitive of the entire market.
