OpenAI Is Gaining on Anthropic With Business Users, New Data Indicates

Ramp data covering 70,000+ U.S. businesses shows Anthropic leads OpenAI in enterprise AI spending share at nearly 44% versus 40% as of July, after first overtaking OpenAI in May. However, OpenAI is currently growing faster in Q3 to date, driven partly by strong adoption of GPT-5.6 Sol among developers and headwinds for Anthropic's Fable model tied to pricing and a 30-day data retention requirement. Enterprise loyalty appears weak, with businesses switching between providers as new models launch, raising questions about the stickiness of AI spending. The broader market continues expanding regardless, with AI adoption among Ramp customers crossing 50% in March and reaching nearly 56% by July.