Spending patterns across U.S. companies suggest one thing clearly: OpenAI has taken a commanding lead in enterprise AI. That conclusion, based on spending data analyzed by financial automation firm Ramp, underscores how deeply embedded OpenAI’s tools have become in corporate operations.
In April, nearly one-third of companies tracked by Ramp were paying for OpenAI’s platforms or services. Back in January, that figure was closer to 19%. It moved past 28% by March. Few rivals can claim similar traction.
Anthropic, OpenAI’s well-funded competitor, saw modest growth during that same window — from under 5% in January to about 8% in April. Google’s AI offerings, on the other hand, appear to be fading from enterprise budgets. Ramp’s numbers show a sharp decline in spending there, down from 2.3% in February to nearly nonexistent levels by spring.
Ramp’s analysis draws from around 30,000 companies using its expense and bill management platform. That’s a sizable sample, but it doesn’t capture the entire picture. Some purchases may fall under broader software budgets or appear under general-purpose vendors — and those would slip past Ramp’s AI-tracking filters.
Even with that caveat, OpenAI’s momentum looks undeniable. Not only are more companies signing on, but they’re also doing so at a pace that outstrips all others in the space. The shift isn’t just about experimentation either — it reflects growing reliance on OpenAI’s tools across various departments and workflows.
Internally, OpenAI has shared that it now serves more than 2 million paying business accounts — double the number it cited last fall. The company expects that enterprise revenue will become its primary source of income in the near future. Estimates shared with Bloomberg place its projected revenue at $12.7 billion this year, possibly climbing past $29 billion within the next two.
Despite that upward trajectory, OpenAI still operates at a loss. Profitability isn’t expected before 2029. In the meantime, the company is exploring higher-end offerings aimed specifically at technical teams. These may include tailored AI agents built to support software engineering or complex research, priced at enterprise rates.
As things stand, no other vendor in Ramp’s index is scaling business adoption at anything close to OpenAI’s speed. And unless something changes fast, that gap could widen.
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In April, nearly one-third of companies tracked by Ramp were paying for OpenAI’s platforms or services. Back in January, that figure was closer to 19%. It moved past 28% by March. Few rivals can claim similar traction.
Anthropic, OpenAI’s well-funded competitor, saw modest growth during that same window — from under 5% in January to about 8% in April. Google’s AI offerings, on the other hand, appear to be fading from enterprise budgets. Ramp’s numbers show a sharp decline in spending there, down from 2.3% in February to nearly nonexistent levels by spring.
| Date | Total AI user | Openai | Anthropic | Deepseek | xAI | |
|---|---|---|---|---|---|---|
| 2023-01-01 | 6.20% | 0.04% | 0.45% | 0.00% | 0.00% | 0.00% |
| 2023-02-01 | 7.27% | 0.03% | 1.68% | 0.00% | 0.00% | 0.00% |
| 2023-03-01 | 11.60% | 0.04% | 4.35% | 0.00% | 0.00% | 0.00% |
| 2023-04-01 | 13.40% | 0.04% | 6.59% | 0.00% | 0.00% | 0.00% |
| 2023-05-01 | 14.28% | 0.06% | 6.96% | 0.00% | 0.00% | 0.00% |
| 2023-06-01 | 14.12% | 0.03% | 6.91% | 0.03% | 0.00% | 0.00% |
| 2023-07-01 | 14.14% | 0.04% | 7.64% | 0.08% | 0.00% | 0.00% |
| 2023-08-01 | 15.06% | 0.04% | 8.26% | 0.10% | 0.00% | 0.00% |
| 2023-09-01 | 15.27% | 0.03% | 8.86% | 0.22% | 0.00% | 0.00% |
| 2023-10-01 | 15.70% | 0.03% | 9.27% | 0.27% | 0.00% | 0.00% |
| 2023-11-01 | 15.59% | 0.03% | 9.48% | 0.26% | 0.00% | 0.00% |
| 2023-12-01 | 16.08% | 0.03% | 10.50% | 0.38% | 0.00% | 0.00% |
| 2024-01-01 | 17.15% | 0.05% | 11.55% | 0.42% | 0.00% | 0.00% |
| 2024-02-01 | 17.75% | 0.06% | 11.87% | 0.42% | 0.00% | 0.00% |
| 2024-03-01 | 18.59% | 0.52% | 12.36% | 1.34% | 0.01% | 0.00% |
| 2024-04-01 | 18.99% | 1.03% | 12.44% | 1.55% | 0.00% | 0.01% |
| 2024-05-01 | 20.19% | 1.14% | 13.08% | 1.55% | 0.00% | 0.00% |
| 2024-06-01 | 20.02% | 1.14% | 13.19% | 1.72% | 0.01% | 0.00% |
| 2024-07-01 | 20.86% | 1.26% | 13.66% | 2.54% | 0.01% | 0.00% |
| 2024-08-01 | 21.97% | 1.46% | 14.39% | 2.88% | 0.01% | 0.00% |
| 2024-09-01 | 22.94% | 1.58% | 15.17% | 3.13% | 0.01% | 0.00% |
| 2024-10-01 | 23.79% | 1.76% | 15.59% | 3.38% | 0.01% | 0.02% |
| 2024-11-01 | 24.30% | 1.90% | 15.96% | 3.76% | 0.02% | 0.00% |
| 2024-12-01 | 25.41% | 2.07% | 17.29% | 4.20% | 0.02% | 0.01% |
| 2025-01-01 | 27.55% | 2.25% | 18.92% | 4.60% | 0.25% | 0.04% |
| 2025-02-01 | 29.24% | 2.20% | 21.07% | 5.08% | 0.08% | 0.25% |
| 2025-03-01 | 36.44% | 0.10% | 27.98% | 7.44% | 0.11% | 0.45% |
| 2025-04-01 | 40.06% | 0.08% | 32.40% | 8.03% | 0.08% | 0.48% |
Ramp’s analysis draws from around 30,000 companies using its expense and bill management platform. That’s a sizable sample, but it doesn’t capture the entire picture. Some purchases may fall under broader software budgets or appear under general-purpose vendors — and those would slip past Ramp’s AI-tracking filters.
Even with that caveat, OpenAI’s momentum looks undeniable. Not only are more companies signing on, but they’re also doing so at a pace that outstrips all others in the space. The shift isn’t just about experimentation either — it reflects growing reliance on OpenAI’s tools across various departments and workflows.
Internally, OpenAI has shared that it now serves more than 2 million paying business accounts — double the number it cited last fall. The company expects that enterprise revenue will become its primary source of income in the near future. Estimates shared with Bloomberg place its projected revenue at $12.7 billion this year, possibly climbing past $29 billion within the next two.
Despite that upward trajectory, OpenAI still operates at a loss. Profitability isn’t expected before 2029. In the meantime, the company is exploring higher-end offerings aimed specifically at technical teams. These may include tailored AI agents built to support software engineering or complex research, priced at enterprise rates.
As things stand, no other vendor in Ramp’s index is scaling business adoption at anything close to OpenAI’s speed. And unless something changes fast, that gap could widen.
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