OpenAI is gaining on Anthropic with business users, new data indicates
Data from corporate credit card provider Ramp indicates that Anthropic has maintained a lead over OpenAI in market share among US business users since May. While OpenAI is currently showing faster growth in Q3, the volatility suggests that enterprise AI spending remains fluid as companies test different models.
Why it matters
This data provides a rare look into the competitive landscape of enterprise AI adoption, highlighting that market leadership in the sector is not yet solidified.
Until both OpenAI and Anthropic get close enough to their planned IPOs to release their financials, we have to look to other sources for signs of how well their businesses are doing. One of those sources, Ramp, the corporate credit card and expense management company, has just released some surprising new data: OpenAI has started gaining on Anthropic with US businesses.
OpenAI, which was once the runaway leader with both businesses and consumers, lost the lead among Ramp’s paying business users back in May. That’s when Anthropic hit 41% market share to OpenAI’s 39%. The ChatGPT maker has never regained that lead. As of July, Anthropic has nearly 44% to OpenAI’s nearly 40%.
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