The Great AI Switching — OpenAI vs Anthropic (Ramp Data)

OpenAI

New buyers choosing OpenAI

82% → 32%

Out of every 100 companies buying AI for the first time

Came from a rival

2% → 20%

% of OpenAI customers who were using another AI provider first

Anthropic

New buyers choosing Anthropic

13% → 65%

Out of every 100 companies buying AI for the first time

Came from a rival

78% → 34%

% of Anthropic customers who were using another AI provider first

Where are new buyers going?

When a company buys AI for the first time, who do they pick?

OpenAI

Anthropic

Turning point: In Sep 2025, OpenAI's share of new buyers dropped from 77% to 68% in a single month — then fell to 32% by Feb 2026. Anthropic went from 21% to 65% over the same period.

How fast is the switch happening?

Monthly change in each provider's share of new buyers

Who's winning the switchers?

% of each provider's customers who came from a competitor

Is this just a small-company thing?

Anthropic's share of new buyers by company size — enterprise, mid-market, and SMB

Enterprise

Mid-Market

SMB

Not just startups: Anthropic's share of new enterprise buyers went from 16% to 53%. SMB moved even faster — 9% to 55%. The switch is happening at every company size.