Overview
- Thursday’s Ramp data showed OpenAI posted about 82% quarter‑over‑quarter enterprise growth in Q3 to date while Anthropic grew roughly 76%, signaling a short‑term momentum shift within Ramp’s U.S. customer sample.
- OpenAI’s GPT‑5.6 Sol, launched June 26, scored highly on developer benchmarks and captured a large share of tokens and spend in July, which Ramp analysts say drove deeper usage among existing customers.
- Anthropic’s Claude Fable 5, released June 9, lost nearly three weeks of enterprise availability after a U.S. regulator ordered access suspended on June 12 until July 1, interrupting its early adoption window.
- Pricing and usage intensity mattered: Sol’s lower input and output rates undercut Fable 5’s higher fees and led to disproportionate token consumption for OpenAI even though more Ramp customers signed up for Anthropic.
- Ramp’s index covers 70,000-plus U.S. businesses that skew toward tech and shows paid AI use rising from about 50% in March to nearly 56% by July, so the shift likely reflects volatile procurement around launches and regulatory timing rather than a settled market reordering.