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Anthropic Leads Ramp’s July AI Buyer Panel, but OpenAI Is Gaining Ground

The completed July snapshot still favors Anthropic, while a faster OpenAI growth signal points to a contest that could change before the quarter closes.

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Anthropic Leads Ramp’s July AI Buyer Panel, but OpenAI Is Gaining Ground
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Anthropic still leads OpenAI among paying U.S. business customers in Ramp’s latest completed data, but the gap is tightening. In July, Anthropic represented nearly 44 percent of Ramp’s customer panel, compared with nearly 40 percent for OpenAI. Ramp economist Ara Kharazian says OpenAI was growing faster in the third quarter so far. Those are two different signals: July is a completed snapshot of vendor shares, while the third-quarter figure tracks growth before the quarter is finished. So it does not show that OpenAI has overtaken Anthropic, or that its faster pace will continue. Anthropic’s lead also wasn’t created in July. It first moved ahead in May, with 41 percent versus OpenAI’s 39 percent, and remained in front in the latest monthly result. Meanwhile, AI purchasing is spreading across Ramp’s network. More than half of Ramp customers were paying for AI in March, rising to nearly 56 percent in July. The vendor percentages are not revenue shares: Ramp does not disclose customers’ dollar spending. And this is not a total-market ranking. The panel includes more than 70,000 U.S. businesses using Ramp’s bill-pay and corporate-card products, with a technology-heavy mix, while excluding companies using other providers, including large enterprises using American Express. The key fact to watch is the next completed data point: whether OpenAI’s faster growth narrows or erases Anthropic’s lead—or fades before quarter-end.

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3 key points

Ramp’s July data shows Anthropic still ahead of OpenAI among paying U.S. business customers, but the competitive picture is tightening: Anthropic held nearly 44% of the panel versus OpenAI’s nearly 40%, while OpenAI was growing faster early in Q3. AI purchasing expanded across Ramp’s network, with nearly 56% of customers paying for AI in July. The figures indicate adoption and momentum, not revenue or total-market...

  1. 01

    Anthropic first led OpenAI in Ramp’s panel in May, 41% to 39%, and remained ahead in July.

  2. 02

    Ramp’s panel covers more than 70,000 U.S. businesses, with a technology-heavy customer mix.

  3. 03

    The share of Ramp customers paying for AI increased from more than 50% in March to nearly 56% in July.

Anthropic retained the lead in Ramp’s latest completed view of paying U.S. business users, but OpenAI is gaining momentum before the next quarter closes. Anthropic held nearly 44% of the panel in July, compared with nearly 40% for OpenAI; Ramp economist Ara Kharazian said OpenAI was growing faster in Q3 to date.

The distinction is central to reading the figures. July is a completed measurement of shares within Ramp’s customer panel. The Q3 assessment is a view of growth while the quarter is still under way, so it does not establish that OpenAI has overtaken Anthropic—or that the pace will hold through the quarter’s end.

A lead built over two monthly readings

Anthropic first moved ahead in Ramp’s panel in May, when it reached 41% share against OpenAI’s 39%. July therefore extends Anthropic’s advantage in the latest available monthly result, rather than marking a one-month change in rank.

Kharazian’s early-Q3 observation adds a different kind of signal: movement in the rate of growth, not a new completed share ranking. It leaves the near-term question straightforward. The next completed data point will show whether faster OpenAI growth narrowed the gap, erased it, or faded before quarter-end.

AI payments reached more Ramp customers

Ramp customers paying for AI
More than 50%→Nearly 56%
share of customers

The share of Ramp customers paying for AI rose from more than 50% in March to nearly 56% in July.

The buyer base is growing too

The competitive shifts are occurring as AI payments reach more companies in the same network. More than half of Ramp customers were paying for AI by March, and the figure was nearly 56% by July. That change means vendor shares are being measured inside a customer base where AI purchasing is becoming more common, not only through customers moving between the two providers.

The data does not show how much revenue either company received from those buyers. Ramp declined to disclose customers’ actual dollar spending, publishing percentage figures instead. As a result, a company’s share in this panel cannot be read as a dollar-based revenue ranking.

A large panel with a defined boundary

Ramp’s panel covers more than 70,000 American businesses using its bill-pay and corporate-card products. Its customers span industries but skew toward technology, and the company says the figures are not a measure of the total market because they exclude large enterprises that use other spend-management providers, including American Express.

That makes the reading useful as a directional view of adoption and competitive movement inside Ramp’s network, rather than a definitive enterprise-market league table. Anthropic’s July lead is clear in that population. OpenAI’s faster Q3 growth is the unresolved part—and one that requires a completed quarter to test.

Sources

  1. techcrunch.comOpenAI is gaining on Anthropic with business users, new data indicates | TechCrunch

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