Observed Signal · Aug 20, 2026 · Market Research · Source: techcrunch · Impact: 3/5 · Sentiment: Positive
Large Language Models (LLM) & AI Market: OpenAI Gains Ground on Anthropic Among Businesses
Ramp, a corporate credit card and expense management provider, released data showing Anthropic led Ramp’s paying US business users earlier in the year but that OpenAI is narrowing the gap. As of July, Ramp’s dataset covering more than 70,000 American businesses showed Anthropic with nearly 44% share versus OpenAI’s nearly 40%. Ramp economist Ara Kharazian said OpenAI is growing faster in Q3 to date, though Ramp shared only percentage metrics (not dollars) and its sample skews toward tech companies. Ramp’s data also indicates overall enterprise AI adoption among its customers rose from over 50% in March to nearly 56% by July.
Proprietary payment-card dataset shows shifting market shares and rising enterprise AI adoption, signaling competitive dynamics between major LLM providers and implications for enterprise spending stickiness.
Key Takeaways & Evidence Grounding
- Ramp’s data covers more than 70,000 American businesses that spend via Ramp’s bill pay and corporate card products.
- In May, Anthropic reached 41% market share among Ramp’s paying business users versus OpenAI’s 39%; by July Anthropic had nearly 44% and OpenAI nearly 40%.
- Ramp declined to provide actual dollars spent, sharing only percentage market-share figures.
- Ramp economist Ara Kharazian reported that OpenAI is growing faster than Anthropic in Q3 to date.
- The share of Ramp customers that pay for AI rose from over 50% in March to nearly 56% by July.
Connected Companies & Entities
5 Entities mappedX
Operator of X, a social platform monetised through ads, subscriptions and API access.
““GPT-5.6 Sol is really good, increasingly the choice for developers,” Kharazian posted on X about OpenAI’s new growth....”
American Express
Closed-loop payments network, card issuer and commerce media platform.
“It excludes large enterprises that use spend-management tools from providers like American Express, rather than Ramp....”
OpenAI
Foundation model company selling AI software, APIs and subscriptions.
“OpenAI, which was once the runaway leader with both businesses and consumers, lost the lead among Ramp’s paying business users back in May....”
Ramp
Finance automation platform for cards, spend, payments and procurement.
“One of those sources, Ramp, the corporate credit card and expense management company, has just released some surprising new data: OpenAI has...”
Anthropic
Foundation model company selling AI assistants and model APIs.
“As of July, Anthropic has nearly 44% to OpenAI’s nearly 40%....”
Ontology Mapping & Concepts
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