The numbers speak for themselves: Anthropic is on track to overtake OpenAI in enterprise spending. New data from financial services company Ramp paints a striking picture.
The numbers in detail
According to the Ramp AI Index, the share of businesses paying for Anthropic has jumped from 24.4% to 30.6%. That’s a 6.3 percentage point gain in a single month, beating the previous record. OpenAI sits at 35.2%, but the gap is now just 4.6 points. In February, it was 11.
At this pace, analysts say, Anthropic could overtake OpenAI within the next two months.
Downloads tell the same story
App download numbers reinforce the trend. Claude app downloads tripled last month to 21 million. ChatGPT downloads grew just 5% over the same period. Even more notable: in the US, weekly active ChatGPT users declined month-over-month for the first time in nearly two years.
Why businesses are switching
If you’re wondering what’s driving this shift, look at the product strategy. Anthropic has shipped an impressive streak over the past few months: Claude Code as a terminal-based coding agent, Cowork for desktop automation, Claude for Word as an Office integration, Managed Agents for enterprise deployments, and the MCP ecosystem as an open standard.
Ramp itself has a telling observation: the more intensively an industry uses AI, the more likely it is to prefer Anthropic over OpenAI. Among VC-backed firms, Anthropic already leads at 66% vs. OpenAI’s 59%. In information, finance, and personal services sectors, Anthropic is also ahead.
My take
This data marks a turning point. Not because OpenAI is suddenly bad. But because Anthropic has proven you can catch up with paying business customers even without ChatGPT’s first-mover advantage. The product matters more than the name.
Of course, OpenAI still has massive reach with $2 billion in monthly revenue and 900 million weekly users. But in the enterprise segment, where margins are higher and contracts are longer-term, the balance is shifting noticeably.
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