Anthropic edges OpenAI in adoption
- Ramp said on May 13 that Anthropic passed OpenAI in paid business AI adoption, with Anthropic at 34.4% and OpenAI at 32.3%. (ramp.com) - Anthropic said in February that Claude Code’s run-rate revenue had grown to more than $2.5 billion, more than doubling since Jan. 1. (anthropic.com) - Ramp updates its AI Index monthly, while Anthropic and OpenAI are both expanding enterprise deployment offerings for corporate customers. (ramp.com)
Ramp’s May 13 AI Index gave Anthropic a narrow lead over OpenAI in paid business adoption, a data point that put numbers on an enterprise contest that has often been discussed in terms of model quality alone. (ramp.com) Ramp said Anthropic’s adoption rose 3.8% in April to 34.4% of businesses on its platform, while OpenAI’s fell 2.9% to 32.3%. The index tracks AI-related payments made by more than 50,000 businesses using Ramp’s corporate card and bill-pay products. (anthropic.com) Anthropic’s position has been reinforced by a second figure that matters to corporate buyers: developer-tool revenue. Anthropic said in February that Claude Code, which it made generally available in May 2025, had reached more than $2.5 billion in run-rate revenue and that weekly active users had doubled since Jan. 1. (ramp.com) The gap is small, and Ramp’s measure is not a full census of enterprise AI usage. But the data shows Anthropic ahead on a paid-adoption metric that investors, software buyers and rivals can compare month to month. (ramp.com) ### Why did Ramp’s numbers get attention? Ramp’s May report mattered because it was the first time Anthropic had moved ahead of OpenAI in that index. Ara Kharazian, Ramp’s lead economist, wrote that Anthropic “passed OpenAI in business adoption” in the latest release, with April figures showing the reversal. CIO Dive reported that Claude adoption had spread to more than one-third of companies using Ramp’s platform in April. (anthropic.com) Business Insider separately described the result as OpenAI losing its enterprise AI crown on Ramp’s measure. (ramp.com) ### What exactly is Claude Code contributing? Anthropic’s February funding announcement tied Claude Code directly to its commercial momentum. The company said Claude Code’s run-rate revenue had grown to more than $2.5 billion and that the product represented “a new era of agentic coding.” Anthropic also said more than 500,000 developers were building with Claude and that eight of the Fortune 10 were customers. (ramp.com) That matters because Claude Code is not a general chatbot pitch. It is a coding and developer workflow product, and the revenue figure suggests companies are paying for tools that fit into software development and operational work. (ciodive.com) That inference is supported by Anthropic’s own description of the product and by reporting that enterprise demand is increasingly tied to deployment and implementation, not model access alone. ### Is OpenAI losing enterprise ground more broadly? OpenAI remains close behind in Ramp’s data, and the spread is 2.1 percentage points. (anthropic.com) Ramp’s index measures paid adoption among businesses on its platform, not total enterprise usage across all vendors and contracts. TechRepublic reported this month that both OpenAI and Anthropic are launching new enterprise-focused deployment efforts aimed at making AI integration easier for businesses. TechCrunch also reported that both companies are building joint ventures or service arms to push deeper into enterprise implementation. (anthropic.com) ### What are buyers rewarding right now? The clearest evidence in the public record is that paid usage is moving toward products tied to implementation. Ramp’s figures show Anthropic gaining share, while Anthropic’s own numbers show Claude Code producing multi-billion-dollar run-rate revenue. (ramp.com) Market commentary around the shift has focused on deployment. TechRepublic said the latest moves by OpenAI and Anthropic are designed to streamline AI integration for businesses, while CIO Dive framed the Ramp data as part of a rise in enterprise model spending. (techrepublic.com) ### What should readers watch next? Ramp publishes the AI Index monthly, making the next update the clearest public check on whether Anthropic’s lead holds. Anthropic and OpenAI are also both expanding enterprise delivery efforts, which could affect adoption if large customers begin buying more bundled deployment services rather than model access alone. (ramp.com) Any next move will be visible in a few places: Ramp’s monthly adoption figures, Anthropic’s disclosures around Claude Code and enterprise customers, and OpenAI’s enterprise rollout announcements. For now, the measurable change is narrow but concrete: on Ramp’s latest paid-adoption index, Anthropic is ahead. (techrepublic.com) (ramp.com)