Ramp data shows Anthropic gains business users amid US dispute

In short: Businesses are spending more on Anthropic’s AI tools, even as a dispute with the Trump administration forced the company to pull two newer models.

What's going on

Ramp, a company that tracks spending for more than 70,000 businesses, says Anthropic passed OpenAI in business spending share for the first time in May. Ramp reported Anthropic’s share of AI subscriptions rose to 41% in May, up 2.5 percentage points. OpenAI was at 39.5%, roughly flat from the prior month.

This growth happened during a busy period for Anthropic. TechCrunch reports the company raised $65 billion at a $965 billion valuation in late May. It also filed confidential paperwork for an IPO, which is the first step toward selling shares to the public.

Then the Trump administration sent a letter demanding Anthropic block non Americans, including some employees, from accessing its most advanced models, Mythos 5 and a public version called Fable 5. The White House cited an export control directive, which is a rule meant to limit certain technology from spreading. As a result, Anthropic pulled Mythos and Fable 5 from the market.

Ramp’s lead economist said earlier government criticism did not slow adoption. He told TechCrunch that Anthropic’s best month for business adoption came when the Department of Defense labeled the company a supply chain risk.

What to watch

Ramp’s data does not show how much revenue Anthropic will lose from taking Mythos and Fable 5 offline. Watch whether businesses keep buying Anthropic’s still available models, like Claude Opus, and whether the government dispute complicates Anthropic’s IPO plans.

Source: TechCrunch AI