Anthropic overtakes OpenAI in US business AI adoption for the first time
For the first time, more American companies are paying for Anthropic's Claude than for OpenAI's ChatGPT, according to the May 2026 Ramp AI Index.
In an unexpected shift in the race for AI dominance, Anthropic has matched OpenAI in business adoption in the U.S. During April, Anthropic's adoption increased by 3.8%, reaching 34.4% of companies, while OpenAI declined by 2.9%, down to 32.3%. This marks a significant change in the market, where OpenAI previously led comfortably.
The Ramp report, which tracks spending patterns across over 50,000 U.S. businesses, shows overall AI adoption grew just 0.2 percentage points to 50.6%. However, the rise of Anthropic and the decline of OpenAI highlight a trend few predicted a year ago.
Just a year ago, in April 2025, OpenAI held about 32% of enterprise AI adoption, compared to less than 8% for Anthropic. OpenAI's early lead was driven by its consumer-facing ChatGPT, which helped establish its presence in the corporate sector.
Anthropic's journey was different. Initially popular among tech pioneers and AI evangelists, it leveraged that early momentum to go mainstream. By February, Anthropic was winning about 70% of first-time AI purchasing decisions among businesses, reversing last year's trends.
The company's growth is reflected in its numbers: from 0.03% in June 2023 to nearly 35% in April 2026, mainly fueled by Claude Code, its AI coding tool that has become the fastest-growing product in the company's history. Recent analysis estimates that 4% of all public commits on GitHub are authored by Claude Code, doubling from a month earlier.
According to Business Insider, this trend suggests Anthropic could surpass OpenAI in the coming months. The company already leads in key sectors like software, finance, and tech, consolidating its position in the enterprise AI market.
However, the report warns that Anthropic's position might be more fragile than it appears. Rising costs, compute limitations, and its token-based pricing model threaten sustained growth. Intense competition and technological challenges could jeopardize its leadership soon.
This market shift reflects how enterprise AI adoption continues to evolve rapidly, with new players and dynamics challenging established leaders. The race for AI supremacy remains far from over.
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