Anthropic gains enterprise ground
Market data show Anthropic picking up paid enterprise adoption and narrowing the gap with OpenAI, with roughly a third of U.S. businesses paying for Anthropic offerings last month. The measure is a directional signal that enterprises are not yet standardized on a single model vendor. (pymnts.com)
Anthropic is closing the paid-enterprise gap with OpenAI, with Ramp data showing a sharp rise in U.S. businesses paying for Claude in March. (ramp.com) Ramp said nearly one in four businesses on its platform paid for Anthropic in March 2026, up from 19.5% in January and from one in 25 a year earlier. OpenAI’s share fell 1.5% in March, the biggest one-month drop Ramp has recorded for any artificial intelligence vendor since it began tracking the category. (ramp.com, ramp.com) The Financial Times reported on April 10 that Anthropic was nearing OpenAI on Ramp’s measure of business subscriptions, with the recent surge tied in part to demand for Claude Code. PYMNTS, citing the same report on April 12, said close to a third of American businesses paid for Anthropic offerings last month. (ft.com, pymnts.com) Ramp’s index tracks card and bill-pay transactions across more than 50,000 United States businesses, so it measures paid adoption rather than chatbot traffic or consumer downloads. In January, overall business artificial intelligence adoption on Ramp reached 46.8%, and in March Ramp said Google was at 4.7% while xAI remained below 2%. (ramp.com, ramp.com) A second market read has pointed in the same direction. Menlo Ventures said on July 31, 2025 that enterprise spending on large language models had risen to $8.4 billion and that Anthropic held 32% of enterprise usage in production workloads, ahead of OpenAI at 25%. (markets.financialcontent.com) OpenAI still leads on Ramp’s installed base, but new spending has shifted. Axios reported on March 18 that Anthropic was capturing more than 73% of spending from companies buying artificial intelligence tools for the first time, based on Ramp data. (axios.com) Anthropic’s push has centered on coding and application-programming-interface sales, which are tools that let other software call its models. Anthropic says Claude Code can read a codebase, edit files, run tests and deliver committed code, and Bloomberg reported on April 6 that more than 1,000 business customers now spend over $1 million a year with the company. (anthropic.com, bloomberg.com) That customer mix is showing up in Anthropic’s finances. Bloomberg reported on April 6 that Anthropic’s annualized revenue run rate had topped $30 billion, up from $9 billion at the end of 2025, after demand for Claude accelerated this year. (bloomberg.com) The latest subscription data still do not show a winner-take-all market. Ramp’s March figures, Menlo’s 2025 enterprise survey and the recent split in new-customer spending all point to companies buying from more than one model provider as they sort out price, performance and workflow fit. (ramp.com, markets.financialcontent.com, axios.com)
