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· Essay · 1 min

Anthropic Surpasses OpenAI in the US Business Subscription Market

According to Ramp Economics Lab, there has been a shift in the corporate sector: Claude's share has risen to 70%.

According to Ramp Economics Lab (50,000+ companies), the balance of power in the corporate sector has flipped over the year. In February 2025, ChatGPT held about 90% of the AI chat subscription market. By February 2026, Claude's share had risen to approximately 70%.

The growth is evident across all plans - Claude Team, Claude Max, Claude Enterprise. Anthropic's bet on coding and agents has clearly paid off. Interestingly, both ChatGPT Business and ChatGPT Plus are shrinking simultaneously - companies are transitioning to Claude not from a single plan, but en masse.

Source - Ramp, a corporate finance platform through which actual company payments are processed. This is not a survey or self-reporting, but actual transaction data.

https://x.com/yuchenj_uw/status/2028974344710606905

Anthropic Surpasses OpenAI in the US Business Subscription Market — illustration

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