Anthropic is closing the month with strong momentum in the enterprise AI market. New spending data from Ramp shows the company overtook OpenAI in business AI market share for the first time in May, signaling growing adoption across companies.
The momentum follows a major funding round that valued Anthropic at $965 billion, along with confidential IPO paperwork filed in early June. The company also reported what it described as its first profitable quarter, adding to investor attention around its rapid expansion.
At the same time, Anthropic's newest advanced models drew fresh regulatory scrutiny, which led to the withdrawal of its latest release from the market. Even so, the broader business picture remains strong. Ramp's data, drawn from more than 70,000 companies, shows that enterprise customers continue to spend heavily on Anthropic's models, especially Claude Opus and its coding-focused tools.
In May, Anthropic accounted for 41% of AI subscriptions paid by businesses, while OpenAI held 39.5%. Most company spending in this category goes toward API usage, particularly for coding and workflow automation, where Anthropic has built a strong reputation.
The data suggests that enterprise demand for Anthropic's available models is still expanding, even as the company navigates a more visible public profile. Looking ahead, this mix of adoption, product strength, and market attention could shape the next phase of enterprise AI competition.
