Anthropic Surpasses OpenAI in AI Revenue Run Rate

Anthropic, a leading artificial intelligence company, has narrowed the gap with rival OpenAI in business adoption rates and surpassed it in annualized revenue, signaling a intensifying competition in the enterprise AI market as of early April 2026.

According to data from Ramp, a spend management platform tracking payments by U.S. businesses, 30.6 percent of its customers now pay for Anthropic's AI tools, up from 24.4 percent in February. OpenAI maintains a slight lead at 35.2 percent, but its adoption has remained nearly flat month over month. Overall, half of Ramp's customers subscribe to some AI products, with venture capital-backed firms showing the highest adoption at 80 percent, compared to 64 percent for private equity-backed companies and 45 percent for others without external funding. A Ramp spokesperson indicated that at the current growth rate, Anthropic could overtake OpenAI in business usage within two months. The company already leads among early adopters, particularly in sectors like software, finance, insurance, and professional services.

Anthropic's revenue growth underscores this momentum. The company reported an annualized run rate exceeding 30 billion dollars,...