Anthropic and OpenAI Accelerate Push Into Enterprise and Consumer AI Markets
Anthropic and OpenAI are competing simultaneously for consumer access and a place in enterprise workflows. Anthropic estimates that model APIs accounted for 86% of its roughly $4.5 billion in revenue in 2025, while the Claude chatbot contributed about $600 million. The figures show that individual usage habits are becoming an important foundation for enterprise adoption and revenue.
An Indagari analysis released on March 28, covering about 28 million U.S. consumers, showed that the number of paying Claude users grew to roughly 2.5 times its previous level between September 2025 and February 2026. Anthropic also confirmed that its subscriber base has more than doubled since the start of 2026. OpenAI remains ahead with 910 million weekly active ChatGPT users and projects that it will have 220 million paying subscribers by 2030.
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The history behind this eventAnthropic Gains on OpenAI in Enterprise Adoption as AI Competition Intensifies
OpenAI has long led the enterprise generative AI market, but Anthropic is expanding its corporate customer base through Claude. Payments company Ramp tracks adoption using U.S. corporate spending data, which indicates that businesses are diversifying vendor risk and that competition among model providers is extending beyond technical performance to commercial adoption.
Ramp data showed that Anthropic’s adoption among U.S. businesses rose sharply in March, while the latest reports said it surpassed OpenAI for the first time. OpenAI had previously remained the leader with a 35% adoption rate, but its enterprise growth had begun to level off. The data did not disclose purchasing amounts, but indicated that the gap between the two companies was narrowing rapidly.
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