Anthropic overtakes OpenAI in adoption

Ramp said on May 13 that Anthropic passed OpenAI in paid business adoption for the first time in its AI Index, a spending-based measure built from more than 50,000 U.S. businesses. Anthropic’s adoption rose 3.8 percentage points in April to 34.4%, while OpenAI’s fell 2.9 points to 32.3%, according to Ramp Economics Lab. Overall AI adoption across businesses rose to 50.6%, Ramp said. Ramp economist Ara Kharazian wrote that the result should not be read as a permanent lead, but it marked the first month Anthropic moved ahead in the firm’s index. ### What exactly does Ramp say it measured? Ramp’s May 13 index tracks paid adoption, not overall usage, using corporate card and bill-pay transactions from its customer base. The company said the data captures whether businesses are paying for AI tools, which means it can miss free usage and internal experiments that do not show up in spend records. (ramp.com) Ara Kharazian wrote that Anthropic’s gain followed a year of month-over-month increases, while OpenAI’s business adoption was nearly flat over the same period. In Ramp’s write-up, he also said the market remained volatile and that vendor positions could change quickly. ### Which Anthropic products are showing up in enterprise buying? (ramp.com) Anthropic’s enterprise push now spans Claude Code, Claude Cowork, connectors and a managed enterprise plan that emphasizes security, permissions and internal data access. Anthropic’s enterprise pricing page says customers can use single sign-on, audit logs, usage analytics, spend controls and role-based access, while Cowork is positioned to hand off research and repetitive work and Claude Code is aimed at software development tasks. (ramp.com) Claude Cowork is available on paid plans including Team and Enterprise, according to Anthropic’s help documentation. Anthropic says Cowork lets users assign long-running tasks, work with local files, use connectors and, in some cases, allow Claude to operate a computer directly with human approval before actions are sent, posted or paid. (claude.com) Claude Code has been a centerpiece of that product line since Anthropic introduced it publicly in February 2025 alongside Claude 3.7 Sonnet. Anthropic later said Claude Code reached a $1 billion run-rate revenue milestone in November 2025, six months after becoming publicly available. ### How much of this is tied to partners rather than direct sales? (support.claude.com) PwC and Anthropic said on February 24 they were working together to deploy enterprise AI plugins in finance and healthcare and life sciences, with Claude Cowork, Claude Code and the Claude Developer Platform included in the effort. PwC said the work was aimed at regulated industries where governance, auditability and risk controls are central requirements. (anthropic.com) PwC and Anthropic said on May 14 they expanded that alliance, with PwC planning to roll out Claude Code and Claude Cowork across its workforce, establish a joint center of excellence and train and certify 30,000 U.S. professionals on Claude. Anthropic said the broader deployment would begin in the United States and expand toward PwC’s global workforce over time. (pwc.com) Infosys and Anthropic also announced a collaboration in March to build AI agents with Claude models and Claude Code inside Infosys Topaz. Anthropic said that work was targeted at companies that need governance and transparency in software development and enterprise adoption. ### Is Anthropic only moving upmarket? (anthropic.com) Anthropic said on May 13 it also launched Claude for Small Business, a package of connectors and ready-to-run workflows for QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace and Microsoft 365. The company said the product ships with 15 workflows and 15 skills across finance, operations, sales, marketing, human resources and customer service. (anthropic.com) Daniela Amodei, Anthropic’s co-founder and president, said in the launch announcement that the product was designed to put Claude inside the tools small business owners already use. Anthropic said the service is delivered through Claude Cowork and requires users to approve actions before they are sent or paid. (anthropic.com) ### What are the constraints on Anthropic’s lead? Ramp’s May 13 note listed three headwinds for Anthropic, including rising token costs, recent outages and rate limits, and growing competition from cheaper inference platforms and open-source models. Kharazian wrote that cost pressure could push companies to route work to lower-cost systems and said recent model changes could worsen compute and pricing strains. (anthropic.com) Anthropic said last week that it raised usage limits and signed additional compute arrangements, including capacity from SpaceX, Amazon, Google, Broadcom, Microsoft, NVIDIA and Fluidstack. The company said nearly 1 gigawatt of new Amazon-linked capacity is due by the end of 2026, while a separate Google and Broadcom agreement is scheduled to begin coming online in 2027. (ramp.com) May 14 is the next concrete milestone in the story: PwC and Anthropic said the expanded alliance will start with U.S. teams, a joint center of excellence and training for 30,000 PwC professionals before broader global rollout. (anthropic.com 1) (anthropic.com 2)