Two months ago, OpenAI’s leader Fidji Simo warned staff it was “code red” time because Anthropic was surging in enterprise (big business) AI use. Now, fresh spending data from fintech company Ramp flips the script — Anthropic has taken the top spot from OpenAI for the first time among paid business users.
Ramp’s latest AI Index tracks payments from over 50,000 U.S. businesses via corporate cards and invoices, giving a strong “spend signal” (not full market share). In April, Anthropic’s adoption jumped 3.8% to 34.4%, while OpenAI dropped 2.9% to 32.3%. Overall AI use among these businesses climbed to 50.6%. This marks a 4x surge for Anthropic since 2025, as OpenAI has flatlined—likely sparking OpenAI’s big 2026 priority shifts.
Anthropic’s Claude Code tool drove much of the flip, spreading from tech teams into finance, legal, and research work. But Ramp flags risks: recent Claude outages and higher costs versus OpenAI and free open-source options.
OpenAI isn’t doomed — Ramp misses some huge enterprise deals, and ChatGPT rules consumer use. Still, the yearly trend screams change, probably fueling OpenAI’s recent pivots like pushing Codex and other business tools.
ENTERPRISE AI RACE JUST FLIPPED—OPENAI’S CODE RED WAS SPOT ON!
Sanjay Sahay
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