Anthropic overtakes OpenAI in B2B adoption for the first time according to Ramp spending data
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 context
Analyst takeRamp'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.
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MentionsAnthropic · OpenAI · Ramp
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