Ramp data: Anthropic is capturing ~73% of all spending among companies buying AI tools for the first time, up from a 50/50 split with OpenAI in January

Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp.

Axios 2026-03-19 Madison Mills

@zephyr_z9 @zephyr_z9 on x
No wonder Fidji is cutting side projects and focusing on enterprise GPT 5.4 is a really good coding model (better than Opus 4.6) I think they will win back market share
@conorsen Conor Sen on x
Tough to make long-term forecasts in an industry where things can change this much in two months.
@wallstengine @wallstengine on x
Anthropic now accounts for more than 73% of spending from enterprise buying AI tools for the first time. Just 10 weeks ago, it was split 50/50 with OpenAI. In early December, OpenAI was still ahead 60/40. [image]
@buccocapital @buccocapital on x
Wow. Anthropic is eating OpenAI's lunch in the enterprise [image]
@therealadamg @therealadamg on x
@saroshssnair @buccocapital Thank you. this Ramp stuff keeps making the rounds, but Ramp has little/no insight to actual enterprise usage — as they don't pay on a Ramp credit card.
r/ClaudeAI r on reddit
73% of AI spend now on Anthropic, OpenAI now down to 26%
r/technology r on reddit
Anthropic's Claude claws its way towards the top of the AI market

Chronicles