OpenAI Maintains Lead in Enterprise AI Market

Deep News01-16

According to new data released this week, OpenAI is achieving significant success with enterprise clients, holding a clear lead over competitors like Anthropic and Google in the enterprise AI market.

This contrasts with concerns from several months ago. At that time, Google's chatbot Gemini began catching up to ChatGPT, raising questions about OpenAI's market position.

This new data comes from Ramp, a startup that helps businesses manage bill payments. Ramp analyzed corporate credit card and bill payment activities for over 50,000 U.S. companies on its platform to track monthly enterprise spending on AI services, which amounts to billions of dollars.

The latest data covers December 2025. The report indicates that OpenAI has regained growth momentum among U.S. businesses, recording its strongest growth in months, as overall enterprise adoption of AI continues to expand.

In December, the proportion of U.S. businesses paying for AI products and services rose to 46.6%, an increase of 1.6 percentage points from November. This represents the largest month-on-month increase in Ramp's data since mid-2025.

This growth was largely driven by OpenAI. Enterprise adoption of OpenAI's products increased by 2 percentage points to 36.8%, reversing a brief decline in the autumn and setting a new record. Ramp's data shows growth in both enterprise chat subscriptions and API spending, indicating more widespread use of OpenAI by office workers and technical teams.

It remains unclear exactly how many paid users OpenAI has, but the company stated in November 2025 that it serves 1 million enterprise customers.

This rebound underscores OpenAI's continued dominance in the enterprise AI market—particularly as businesses move beyond the experimental phase. The December growth reflects not just trials, but recurring spending tied to daily business functions such as software development, research, finance, sales, and customer support.

Competitors are also making progress, albeit at a slower pace. Anthropic's adoption rate rose to 16.7%, with growth concentrated mainly in tech companies that heavily rely on APIs.

Alphabet's enterprise AI adoption rate increased to 4.3%. Ramp noted that this figure might underestimate actual usage, as many businesses access Gemini for free through Google Workspace plans.

Furthermore, Ramp's data does not cover enterprise use of free AI tools (where no payment transaction occurs) nor does it account for employees using personal accounts for work tasks. This suggests that the actual enterprise AI adoption rate could be higher.

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