Anthropic bypasses OpenAI: corporate subscriptions are being redistributed in favor of Claude
The corporate AI solutions market is undergoing a tectonic shift. According to data from the fintech platform Ramp, which analyzes the spending of over 70,000 companies, Anthropic's share of paid subscriptions among the platform's clients rose by 2.5 percentage points in May 2026, reaching 41%. Meanwhile, OpenAI's share remained virtually unchanged at 39.5%. Anthropic has overtaken its main competitor in this key metric for the first time.
This growth comes amid a sharp conflict between Anthropic and the administration of Donald Trump. The White House demanded that foreign access to the Mythos 5 and Fable 5 models be cut off, effectively forcing the startup to remove its latest models from the market. Such regulatory restrictions would seemingly have dealt a blow to the company's position, but Ramp's data shows the opposite: businesses continue to actively use available Anthropic models, primarily the Claude Opus family.
Analytical Commentary
The paradox of the situation is that regulatory pressure on Anthropic did not weaken, but rather strengthened its position. Corporate clients, faced with uncertainty surrounding access to the latest models, chose to bet on proven and stable solutions from Anthropic, such as Claude Opus. OpenAI, despite its broader recognition, could not offer similar resilience amid market turbulence. Anthropic's 2.5 percentage point share increase is not just a number, but a signal: businesses are choosing reliability and predictability over loud announcements. In the long term, this could lead to a redistribution of power in the corporate AI market, where Anthropic is already beginning to dictate its own rules.