Enterprise spend tilting toward Anthropic
Recent business‑spend indexes show enterprise customers are increasingly buying Anthropic products, closing the gap with OpenAI on some measures. Multiple outlets cite Ramp data that points to growing Anthropic adoption among US businesses and a surge in enterprise outlays, with one report even claiming a multi‑billion dollar run‑rate for Anthropic's commercial business. The coverage underscores a directional shift in buyer preference toward vendors that package models with workflow and governance features. (businessinsider.com) (officechai.com) (indexbox.io)
Anthropic is closing in on OpenAI in business AI spending, according to new payment data from Ramp. (ramp.com) Ramp said 50.4% of U.S. businesses on its platform paid for artificial intelligence products in March 2026, up from 35% a year earlier. The same April 11 update said Anthropic’s adoption rate is “on track to catch up” to OpenAI soon. (ramp.com) Ramp’s index is built from aggregated, anonymized card and bill-pay transactions from more than 30,000 businesses, which gives it a faster read on software buying than most quarterly company filings. OfficeChai, citing the same March data, reported Anthropic could pass OpenAI among U.S. business customers within months. (ramp.com) (officechai.com) Anthropic is also reporting a sharp jump in commercial revenue. On April 6, the company said its run-rate revenue had surpassed $30 billion, up from about $9 billion at the end of 2025, and that more than 1,000 business customers were each spending over $1 million on an annualized basis. (anthropic.com) That growth is showing up in the products Anthropic is selling to large companies. Its Enterprise plan includes single sign-on, System for Cross-domain Identity Management provisioning, audit logs, connectors, Claude Code, and a Health Insurance Portability and Accountability Act-ready option for sales-led deployments. (claude.com) Anthropic added more controls for information-technology departments in 2025, including spending limits, usage analytics, and a compliance application programming interface for auditing and governance. In recent enterprise materials, it has also emphasized role-based access controls and group-level spend caps for products such as Claude Cowork and Claude Code. (anthropic.com 1) (anthropic.com 2) OpenAI is competing on the same ground. Its enterprise tools include single sign-on, System for Cross-domain Identity Management user provisioning, an admin console for Business and Enterprise customers, and a compliance application programming interface for regulated industries. (help.openai.com 1) (help.openai.com 2) (openai.com) The spending shift does not mean OpenAI has fallen out of the market lead. Ramp reported in February that OpenAI business adoption had reached 36.8%, a record at the time, after gains in both chat subscriptions and application programming interface spend. (businessinsider.com) What has changed is the shape of enterprise demand. Anthropic now markets not just a chatbot but a bundle of workplace tools, including Claude Cowork for multi-step office tasks and Claude Code for software teams, alongside the controls procurement and security teams usually ask for. (anthropic.com 1) (anthropic.com 2) The next test is whether Ramp’s monthly spending data turns into a durable lead in paid business adoption, or whether OpenAI’s own enterprise controls and broader installed base slow Anthropic’s climb. For now, the clearest signal is in the invoices: more companies are paying Anthropic than they were even a few months ago. (ramp.com) (help.openai.com)
