Ramp data on enterprise revenue concentration: 80% of revenue from 1% of customers, skewed toward tech and AI firms
Following·since 29 Aug 2026·Day 7·2 sources
Anthropic Leads AI API Spend; 80% of Revenue From 1% of Customers
The gist
The Ramp data provides concrete business spending figures on a market where competitive dynamics are otherwise opaque. The extreme customer concentration, with 80% of revenue from 1% of buyers, indicates that broad enterprise adoption has not yet materialized.
The full picture
Ramp business spending data shows Anthropic holding roughly 60%+ of business AI API spending market share, with OpenAI at approximately 35%. Ramp data separately shows about 80% of enterprise revenue for both companies comes from just 1% of their customers, a concentration Ramp says it does not observe in other software categories it tracks. That customer base is skewed toward tech and AI firms. Coding is the most contested area between the two companies. OpenAI's adjusted gross margin fell to 33% in 2025; Anthropic's was approximately 40% in 2025, projected at 44% in 2026.
How it developed
Ramp business spending data showing Anthropic at 60%+ and OpenAI at ~35% of AI API market share published
Sources
Rohan Paul Twitter
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