OpenAI appears to be gaining significant momentum among enterprise customers, outpacing rivals and rapidly expanding market share, according to recent transaction data from fintech company Ramp.
Ramp’s AI Index, which tracks business adoption of AI technologies based on corporate payment activity and billing data from roughly 30,000 U.S. businesses, found that OpenAI’s business subscriptions climbed to 32.4% in April. This marked a sharp increase from 18.9% in January and 28% in March.
Competitors, however, have seen much slower growth or even declines. Anthropic, regarded as one of OpenAI’s closest competitors, had subscriptions from just 8% of businesses last month, up modestly from 4.6% in January. Google’s AI offerings fared worse, experiencing a sharp drop from 2.3% in February to only 0.1% by April.
In a blog post outlining the data, Ramp Economist Ara Kharzian noted that “OpenAI continues to add customers faster than any other business monitored by Ramp,” highlighting the accelerated growth compared to competing firms.
While the Ramp AI Index provides a useful indication of trends, it isn’t an exhaustive assessment; it relies solely on data from companies utilizing Ramp’s services, thus representing just a segment of the overall market. The Index’s methodology—identifying AI subscriptions primarily through merchant names and specific line-item details—also means some expenses categorized under different accounting codes could be overlooked.
Nevertheless, this trend aligns with OpenAI’s own positive outlook. In an April report, OpenAI announced crossing the two million mark for enterprise users, up sharply from the one million reported the previous September. The company anticipates enterprise sales will significantly boost total revenues, with Bloomberg reporting earlier this year that OpenAI expects to generate around $12.7 billion in revenue for 2025, with an ambitious target of nearly $30 billion by 2026.
Despite robust revenue projections, OpenAI doesn’t foresee becoming free-cash-flow positive until at least 2029. In pursuit of increased profitability, the company is reportedly exploring premium subscription offerings, such as specialized AI “agents” tailored to address complex tasks in software development and research fields—potentially carrying price tags of thousands of dollars per month.
