Ramp, a corporate credit card and expense management company, has released data showing OpenAI is gaining on Anthropic among U.S. businesses. OpenAI held the lead until May when Anthropic hit 41% market share versus OpenAI's 39%. As of July, Anthropic has nearly 44% to OpenAI's nearly 40%. The data covers more than 70,000 American businesses across industries that spend billions via Ramp's products, though it skews toward tech companies as a popular Silicon Valley corporate credit card.
Ramp economist Ara Kharazian notes OpenAI is currently growing faster among this segment in Q3 to date than Anthropic, citing GPT-5.6 Sol as increasingly popular with developers while suggesting Fable 5 underperformed due to price and regulatory data retention requirements. Anthropic's Fable tier faced criticism for requiring a 30-day data retention period, though it's designed for more targeted use cases than general chatbots.
The data suggests Anthropic hasn't won permanently—businesses appear willing to switch as each lab releases new models. The overall AI market among Ramp customers is expanding, with the percentage paying for AI climbing from over 50% in March to nearly 56% by July. Ramp declined to provide actual dollar figures, sharing only percentages, and the data excludes large enterprises using other spend-management tools.