New data from Ramp, a corporate credit card and expense management company, reveals that OpenAI is regaining ground on Anthropic among business users in the U.S. After losing its lead in May when Anthropic captured 41% market share to OpenAI’s 39%, OpenAI now holds nearly 40% compared to Anthropic’s 44% as of July. Ramp’s data, based on spending by over 70,000 American businesses, shows a highly competitive market where corporate clients switch providers as new AI models are released, indicating fluctuating loyalty between the two companies.

Ramp economist Ara Kharazian noted that in the third quarter to date, OpenAI’s growth among Ramp’s predominantly tech-sector customers is outpacing Anthropic’s, attributed in part to OpenAI’s GPT-5.6 Sol model gaining traction among developers. Conversely, Anthropic’s Fable 5 has experienced slower adoption, potentially due to its higher price point and regulatory data retention requirements that have drawn some criticism. However, these differences reflect the distinct positioning of Anthropic’s offerings, which target more specialized use cases than OpenAI’s general chatbot services.

While Ramp does not disclose exact spending figures, the data highlights an expanding market overall, with the share of companies paying for AI via Ramp’s platform rising from over 50% in March to nearly 56% in July. This growing adoption suggests that both OpenAI and Anthropic are likely increasing their business revenue despite the ongoing competition for market share. The volatility in customer switching behavior, however, raises questions about the long-term stickiness of enterprise AI spending and underscores the fluid dynamics of this emerging space.

The findings come at a time when both OpenAI and Anthropic remain private, keeping their financials under wraps while preparing for IPOs. Ramp’s data provides a valuable glimpse into the competitive positioning of these leading AI labs among business clients, revealing how innovations, pricing strategies, and data policies influence corporate AI adoption. Investors and industry watchers will be closely following these trends as the companies approach public offerings expected to shed further light on their financial health and market dominance.