Til late-stage IPOs reveal all, data from corporate credit card company Ramp shows OpenAI gaining ground on Anthropic among US businesses. Though still neck-and-neck, OpenAI’s recent uptick suggests a shift in favour of the tech giant.

The figures, based on over 70,000 American businesses spending billions, indicate that while Anthropic held the early lead, OpenAI is now growing faster, particularly among tech sectors. However, with only a month left in Q3, expectations could still change.

Interestingly, this shift doesn't signal permanence; both companies have seen their models flop and succeed, highlighting the volatility of enterprise AI spending. Anthropic’s Fable model, despite its price tag, didn’t meet market expectations due to data retention issues.

The overall growth in AI spending among Ramp’s business customers is clear—over 56% now pay for AI services. This expansion suggests that while market share battles rage on, the demand for AI solutions continues to rise.