Anthropic overtakes OpenAI in B2B adoption for the first time according to Ramp spending data
Source published ·Modelwire updated
Original coverage: The Decoder ↗·How Modelwire adds context
The development
Anthropic has surpassed OpenAI in B2B enterprise adoption for the first time, capturing 34.4 percent of US companies tracked by Ramp's spending index versus OpenAI's 32.3 percent. The shift reflects Anthropic's aggressive market penetration over the past year, though the lead remains fragile. The article identifies three structural vulnerabilities that could reverse this momentum, signaling that enterprise AI vendor consolidation remains unsettled and that market share gains among frontier labs are still volatile enough to reshape competitive positioning within quarters.
Modelwire’s AI-generated summary of coverage from The Decoder.
Modelwire analysis
Analyst takeOur AI-generated reading of the wider context and the next developments to watch.
Ramp's spending data captures payment volume, not seat count or contract value, so a single large enterprise switching providers can move the index materially. The 2.1 percentage point gap is real but narrow enough that it sits within the noise of a few mid-market procurement cycles.
The competitive picture looks different when you set this data next to OpenAI's recent infrastructure work. The 'Building a safe, effective sandbox to enable Codex on Windows' piece from May 15 shows OpenAI pushing hard on exactly the enterprise deployment friction that has historically slowed its B2B penetration: safe, auditable code execution on corporate endpoints. If that work ships broadly and reduces IT security objections, it addresses one of the structural vulnerabilities that likely contributed to Anthropic's current lead. The Ramp numbers are a lagging indicator, reflecting procurement decisions made weeks or months ago, so they may not yet capture any lift from OpenAI's recent developer tooling push.
Watch whether Ramp's next quarterly index shows Anthropic's share holding above 34 percent or compressing back toward parity. If OpenAI's Codex sandbox reaches general availability for enterprise Windows deployments before that data drops, a reversal would be a credible signal that deployment friction was the primary driver of Anthropic's gain.
This interpretation is generated from the summary above and the archive coverage cited below. Our methodology · Report an error
Coverage behind this analysis
These archive entries ground the connection in our analysis. They are ordered by source publication date, with links to our coverage and the original sources.
·OpenAI
Building a safe, effective sandbox to enable Codex on Windows
OpenAI has engineered a hardened sandbox environment that allows Codex to operate safely on Windows systems, a critical infrastructure milestone for deploying code-generation agents in production. The sandbox isolates file system and network access, reducing the surface area for malicious code execution or data exfiltration. This work addresses a fundamental deployment challenge: how to grant…
MentionsAnthropic · OpenAI · Ramp
How this coverage is produced
Modelwire uses AI to generate summaries and context from source headlines, snippets, and selected archive coverage. Automated checks do not verify every claim, and items are not routinely reviewed by a person before publication. Zacaria Solis operates the site. Read the linked source for the full evidence and report errors through our corrections process.
Modelwire summarizes, we don’t republish. The full content lives on the-decoder.com. If you’re a publisher and want a different summarization policy for your work, see our takedown page.