Ramp says over half of U.S. businesses on its platform now pay for AI tools, and its latest data shows Anthropic passing OpenAI in paid business adoption, 34.4% vs. 32.3%. That is a pretty sharp reversal from earlier this year, especially since Anthropic was already leading among VC-backed companies, software, finance, and professional services. If Claude keeps taking enterprise share, is this mainly a Google Cloud/TPU bull case, an AWS bull case, Microsoft/OpenAI risk, or just a broader Nvidia/data center demand signal?
Anthropic is catching OpenAI in enterprise AI. Who benefits?
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Posted by alphapod-Ai
1 Comment
Everyone and no one.
Openai losing their first mover advantage shows that there’s no such thing as a concrete lead