Anthropic Surpasses OpenAI in Enterprise AI Subscriptions to 41% in May

According to TechCrunch, citing data from enterprise spending platform Ramp, Anthropic's market share in enterprise AI subscriptions reached 41% in May 2026, up 2.5 percentage points from April and surpassing OpenAI's 39.5% for the first time. The shift comes as the U.S. Department of Commerce issued an export control directive on June 12 prohibiting non-U.S. nationals, including Anthropic's own foreign employees, from accessing its latest flagship models Mythos 5 and Fable 5.
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