Anthropic quietly captured over 60% of business AI API spending, leaving OpenAI with roughly 35%

The conventional wisdom that OpenAI dominates the AI market needs an asterisk. When you zoom into where businesses actually swipe their corporate cards for API access, Anthropic is running away with it, capturing north of 60% of spending while OpenAI sits at around 35%. That spending gap looks even more dramatic when you consider how it’s being generated. According to Vercel AI Gateway data, Anthropic is pulling in that 61-65% spending share on just 30-32% of total token volume. That means Anthropic is charging roughly 4.4 times the average price per token compared to OpenAI. How the tables turned Rewind to 2023, and Anthropic held a modest 12% of enterprise LLM spend. OpenAI was sitting comfortably at around 50%. Fast forward to December 2025, and a Menlo Ventures survey showed Anthropic had climbed to 40% of enterprise LLM expenditures while OpenAI had slid to 27%. That trajectory only accelerated into 2026. Ramp’s sales data from the same period showed Anthropic capturing 34.4-44% of business AI spending versus OpenAI’s 32.3-40%. By mid-2026, the Vercel data tells an even starker story, with Anthropic pulling above 60%. The reversal happened fastest in one category: coding. Anth...