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Anthropic has surpassed OpenAI in paid business adoption of artificial intelligence, marking a significant shift in the enterprise AI landscape. According to recent data from Ramp’s AI Index, Anthropic’s AI products were utilized by 34.4% of businesses on the platform in April 2026, compared to OpenAI’s 32.3%. This marks the first time that more U.S. businesses are paying for Anthropic’s Claude than OpenAI’s ChatGPT. Anthropic’s rapid expansion in the market over the past year has been reflected in its soaring revenue, now at a $30 billion annual run-rate, surpassing OpenAI’s $24–$25 billion.
This development has implications for Anthropic’s valuation, with prediction markets reflecting increased confidence in the company’s growth trajectory. The current pricing suggests a high probability of Anthropic reaching a valuation of $1.25 trillion by December 31, supported by the company’s strategic partnerships and increasing market demand for its AI solutions.
Key Takeaways
Anthropic’s overtaking of OpenAI in business adoption appears consistent with increased market confidence in Anthropic’s growth potential.
