Anthropic gains enterprise share
Multiple reports say Anthropic has been winning a larger slice of recent enterprise AI spending, with Ramp data and conference chatter putting the company ahead of rivals on buyer momentum. Quartz cites an investor memo showing Anthropic’s U.S. enterprise share rose to about 40% while OpenAI’s fell from roughly 50% to 27% over the same period. (businessinsider.com, qz.com)
Anthropic is closing in on OpenAI in paid business adoption, according to new Ramp data released April 11. (ramp.com) Ramp said 50.4% of businesses on its platform paid for artificial intelligence tools in March, up from 35% a year earlier. Within that group, OpenAI was used by 35.2% of businesses and Anthropic by 30.6%, leaving a gap of 4.6 percentage points after an 11-point gap in February. (ramp.com) Quartz, citing an OpenAI investor memo reported this week, said Anthropic’s share of United States enterprise artificial intelligence spending rose to 40% while OpenAI’s fell from about 50% to 27% over the same period. Axios reported on March 18 that Anthropic was already capturing more than 73% of spending from companies buying artificial intelligence tools for the first time in Ramp’s data. (qz.com, axios.com) The shift is showing up fastest in sectors that already spend heavily on software. Ramp said Anthropic is now ahead in information, finance, and professional services, the three sectors with the highest artificial intelligence adoption in its dataset. (ramp.com) These numbers measure buyer behavior, not model quality. Ramp says its index is built from corporate card and invoiced payments by United States businesses, so it tracks paid adoption and procurement momentum rather than benchmark scores or total application programming interface usage. (ramp.com) OpenAI is answering that pressure by arguing it still holds the bigger infrastructure position. In the investor memo described by Quartz, OpenAI said it had 1.9 gigawatts of computing capacity in 2025 versus Anthropic’s 1.4 gigawatts, and said Anthropic was operating on a smaller curve. (qz.com) Anthropic has been making its own case to enterprise buyers with capacity and controls. The company said on April 6 that it expanded its Google and Broadcom partnership for multiple gigawatts of next-generation tensor processing unit capacity starting in 2027, and on April 9 it added role-based access controls, spend limits, observability, and usage analytics for Claude Cowork. (anthropic.com, claude.com) OpenAI has also been adjusting its product packaging for business customers. OpenAI’s developer documentation says Codex is included across ChatGPT plans including Business, Education, and Enterprise, while CNBC reported April 9 that the company launched a new ChatGPT Pro tier with higher Codex usage limits. (developers.openai.com, cnbc.com) The next test is whether Anthropic’s recent gains in paid adoption turn into a durable lead in enterprise contracts. Ramp said that, at March’s pace, Anthropic could overtake OpenAI on its business-adoption measure within two months. (ramp.com)
