Anthropic overtakes OpenAI in the corporate segment: Ramp data shows market shift
The corporate artificial intelligence market is undergoing a notable restructuring. According to data from the fintech platform Ramp, which analyzes the spending of over 70,000 companies, Anthropic's share of paid corporate subscriptions rose by 2.5 percentage points in May 2026, reaching 41%. Meanwhile, OpenAI's share remained virtually unchanged, hovering at 39.5%.
This growth is particularly noteworthy amid the escalating tensions between Anthropic and the administration of Donald Trump. The White House demanded that the startup restrict foreign users' access to the Mythos 5 and Fable 5 models, effectively forcing the company to remove its latest developments from the market. Despite these regulatory constraints, businesses continue to actively use available Anthropic models, especially the Claude Opus family.
Analysis of the Shift in Market Preferences
Ramp's data, based on actual payments from thousands of companies, provides an objective picture of corporate demand. The fact that Anthropic managed to surpass OpenAI under external pressure speaks to the deep trust businesses have in its core products. Moreover, this indicates that corporate clients value the stability and reliability of existing solutions more than access to the most advanced, yet potentially unstable, models.
My professional opinion: This case demonstrates that in the world of enterprise AI, the main asset is not the speed of bringing new products to market, but the resilience of the ecosystem. Anthropic has proven that even with temporary loss of access to flagship models, it is possible to maintain and grow market share through the quality of basic services. For OpenAI, this is a warning sign: dominance in hype does not guarantee leadership in corporate contracts. In the coming quarters, we will likely see intensified competition for corporate budgets.