OpenAI narrows Anthropic’s lead among U.S. business users in Ramp’s spend data

Ramp, a corporate credit card and expense management company, released data indicating that OpenAI has narrowed Anthropic’s lead among U.S. business users of its AI services. According to Ramp’s economist Ara Kharazian, OpenAI’s share of AI spend among the company’s paying business customers rose to nearly 40% in July, up from 39% in May, while Anthropic’s share reached nearly 44%.

The dataset covers more than 70,000 American businesses that spend via Ramp’s corporate card and bill pay products, though Ramp noted that its customer base skews toward the tech industry and excludes large enterprises that use other spend-management tools such as American Express.

Ramp also reported that OpenAI is currently growing faster than Anthropic among these customers in the third quarter to date, though the economist cautioned that a month remains in the quarter and trends can shift quickly.

The share of Ramp’s customers paying for AI rose from 50% in March to nearly 56% by July, indicating that the overall market for AI services among these businesses is expanding even as the two companies compete for share.