Anthropic, an artificial intelligence lab, has surpassed OpenAI in market share for business spending for the first time, according to recent data released by Ramp, a financial services company. This development follows a significant month for Anthropic, which also reportedly raised $65 billion at a $965 billion valuation and filed confidential paperwork for an initial public offering (IPO), bolstered by its first profitable quarter.
New Government Demands and Market Impact
The company faced renewed scrutiny from the Trump administration on Friday, with a letter demanding that Anthropic ban non-Americans, including its employees, from accessing its advanced models. These models include the limited-release Mythos 5 and its publicly accessible version, Fable 5, which was released just three days prior. The demand effectively compelled Anthropic to withdraw its latest powerful model from the market.
While the White House cited an obscure export control directive for the ban, the precise reasons remain unclear. Speculation suggests that hackers may have easily bypassed Fable 5’s security measures, which were designed to limit access to Mythos’s capabilities. Anthropic had previously marketed Mythos as a dangerous tool due to its proficiency in identifying software security flaws, restricting its public release.
This recent conflict emerges after Anthropic’s notable refusal to permit the government to utilize its models for mass surveillance of Americans or for fully autonomous weapons. In response to these refusals, the Trump administration had previously designated the company as a supply-chain risk in March.
However, this designation did not negatively impact Anthropic’s business sales. Ramp’s data indicates the opposite trend. Ara Kharazian, Ramp’s lead economist and compiler of the business-spending AI data, suggested that this latest dispute with the Trump administration, which also seems to amplify the discussion around Mythos’s potent capabilities, could potentially benefit Anthropic.
“If anything, it’ll probably boost them,” Kharazian stated. “Anthropic’s best month on record, as far as business adoption, was the month that the Department of Defense labeled them a supply-chain risk. There’s a lot of aura that comes with your model specifically being named too dangerous to use.”
Business Adoption of Anthropic’s Models
Ramp’s data, derived from over 70,000 businesses using its platform, shows a strong and growing utilization of Anthropic’s Opus models. In May, Anthropic’s share of AI subscriptions paid for by businesses increased by 2.5 percentage points to 41%. This figure surpasses OpenAI’s share, which stood at 39.5%, remaining relatively flat from the previous month. (Sensor Tower data indicates OpenAI continues to lead significantly in overall consumer usage.)
Beyond subscriptions, a substantial portion of business expenditure on AI involves API calls for tasks such as coding. Anthropic’s Claude Code is recognized as a robust AI coding tool. While Ramp’s spending data does not always specify the exact models used, in instances where model details are visible (approximately one-third of transactions), businesses are primarily investing in various versions of Claude Opus, especially the more recent iterations. Opus is the predecessor to Mythos and remains publicly available.
Anthropic released a new version, Opus 4.8, in late May. Mythos had a brief market presence, having been available to limited users since April, and Fable 5 was discontinued after only a few days of operation.
While the long-term impact of the recent government dispute on Anthropic’s IPO prospects remains uncertain, particularly given public market investors’ potential caution towards companies involved in government controversies, current business adoption numbers suggest Anthropic’s available models are experiencing unprecedented popularity among enterprises.
Mitchell Landsberg is the senior reporter for News Raise and focuses on Technology. Mitchell regularly writes about social media platforms and how influencers, industry and general people use them to communicate and make money.
