↗ https://reddit.com/r/investing/comments/1tcfvel/anthropic_is_catching_openai_in_enterprise_ai_who/
Ramp says over half of U.S. businesses on its platform now pay for AI tools, and its latest data shows Anthropic passing OpenAI in paid business adoption, 34.4% vs. 32.3%. That is a pretty sharp reversal from earlier this year, especially since Anthropic was already leading among VC-backed companies, software, finance, and professional services. If Claude keeps taking enterprise share, is this mainly a Google Cloud/TPU bull case, an AWS bull case, Microsoft/OpenAI risk, or just a broader Nvidia/data center demand signal?
[https://ramp.com/leading-indicators/april-2026-ai-index](https://ramp.com/leading-indicators/april-2026-ai-index)
