The OpenAI-Anthropic enterprise race has changed direction.
Q3-to-date API spend growing 82% for OpenAI vs 76% for Anthropic.
This data is from Ramp, and it says this token-spend dataset updates daily and has tracked companies’ publicly disclosed revenue growth surprisingly closely.
Till now, Anthropic had led OpenAI’s quarter-over-quarter growth in every period since Q2 2025, sometimes by a wide margin.
GPT-5.6 Sol is increasingly becoming a developer choice, while Fable 5 has faced weaker adoption alongside price and regulatory data-retention constraints.
May startle the markets with this but: OpenAI is growing faster than Anthropic, actually. While data through Q2 shows tepid growth for OpenAI vs. Anthropic, Q3 ...