Anthropic overtakes OpenAI in the corporate segment: Ramp data indicates a tectonic shift
The corporate AI solutions market is experiencing a shift in leadership. According to data from the fintech platform Ramp, in May 2026, Anthropic's share of paid corporate subscriptions among the service's clients reached 41%, increasing by 2.5 percentage points. In comparison, OpenAI's indicator has nearly stagnated at 39.5%.
This surge looks particularly notable against the backdrop of intense pressure from the Donald Trump administration. The White House demanded that Anthropic block foreign users' access to the Mythos 5 and Fable 5 models, effectively forcing the startup to withdraw its latest developments from the market. However, contrary to expectations, businesses have not turned away from the company.
Why are businesses choosing Anthropic despite the restrictions?
Ramp, which analyzes spending from over 70,000 companies, has recorded that corporate clients continue to actively use available Anthropic models, primarily the Claude Opus family. It is evident that for businesses, what matters most is not so much the novelty of the models, but their stability, security, and ability to solve specific operational tasks.
OpenAI, in turn, appears to have hit a "plateau": its share is virtually not growing, which may indicate market saturation or insufficient product differentiation for the corporate sector.
My analysis: We are witnessing a classic scenario where regulatory risks do not kill demand but redirect it. By sacrificing its newest models, Anthropic has strengthened trust in its core product. If this trend continues, by the end of 2026, the gap could reach 5–7 percentage points in Anthropic's favor, which would be a significant signal for the entire industry.