New spending data from corporate card and expense management company Ramp shows OpenAI has started gaining on Anthropic with US businesses, although Anthropic still holds the lead in this particular dataset. The data covers more than 70,000 American businesses that spend billions via Ramp’s bill pay and corporate card products. The sample skews toward the tech industry because Ramp is popular as a Silicon Valley corporate card.

Ramp’s numbers show OpenAI was once the runaway leader with both businesses and consumers, but Anthropic overtook it among Ramp’s paying business users in May, when Anthropic hit 41% share to OpenAI’s 39%. The ChatGPT maker has not regained that lead. As of July, Anthropic had nearly 44% and OpenAI nearly 40%.

Ramp economist Ara Kharazian said that looking at the third quarter to date, OpenAI is currently growing faster than Anthropic among this segment. The article adds a caveat: with a month still left in the quarter, the trend could flip again. Kharazian cited OpenAI’s GPT-5.6 Sol as increasingly the choice for developers, while saying Anthropic’s Fable 5 disappointed in adoption and real-world application given price and data retention requirements. The article calls that an oversimplification: Fable is Anthropic’s higher-end model tier, built for a more targeted set of use cases than a general-purpose chatbot, and it has prompted criticism after Anthropic warned Fable users that it would retain their data for 30 days.

Ramp did not reveal actual dollars spent, only percentages, and the dataset is not a total market measure. It excludes large enterprises that use spend-management tools from providers like American Express rather than Ramp. Still, the data suggests Anthropic has not permanently won. Business customers are willing to switch back and forth as each lab releases new models, and this volatility should give investors in both companies some pause about how sticky enterprise AI spending really is.

At the same time, Ramp’s data suggests both companies should still be growing business revenue because the overall market is expanding. The percentage of Ramp customers that pay for AI has climbed steadily: it topped 50% in March and reached nearly 56% by July.