Anthropic surpasses OpenAI in enterprise AI spending for first time, Ramp data shows

Anthropic passed OpenAI in market share of business AI spending in May 2026, according to Ramp's AI index—the first time the company has led the enterprise market. The milestone came just before the Trump administration's export control directive against Anthropic's Fable and Mythos models, illustrating how abruptly enterprise AI dynamics can shift. Ramp tracks AI spending across its corporate card and bill pay network. Anthropic's lead reflects Claude's strength in coding and agentic workflows. The reversal is notable even as OpenAI's overall revenue (~$2B/month by late 2025) dwarfs Anthropic's in absolute terms.

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