Maybe the Code Red worked?
OpenAI is crushing it with business users and is far ahead of rivals such as Anthropic and Google in the enterprise AI market, according to new data this week.
That’s a contrast to some of the hand-ringing that’s gone on since Google’s Gemini chatbot began gaining on ChatGPT a few months ago.
The new data comes from Ramp, a startup that helps companies pay their bills. Ramp analyzes corporate card and bill-paying activity on its platform from more than 50,000 US businesses to track billions of dollars spent on AI services each month.
The latest numbers cover December 2025. The report shows that OpenAI regained momentum among US businesses, posting its strongest growth in months as overall corporate adoption of AI continued to accelerate.
The share of US businesses paying for AI products and services rose to 46.6% in December, up 1.6 percentage points from November. That was the largest month-over-month increase since mid-2025, Ramp data shows.
Much of that growth was driven by OpenAI. Business adoption of OpenAI products climbed two percentage points to 36.8%, reversing a short-lived slowdown in the fall and reaching a new record high. Ramp’s line-item data shows gains in both enterprise chat subscriptions and API spending, suggesting broader OpenAI usage across office workers and technical teams.
It’s unclear how many current paid users OpenAI has, but the company said in November 2025 that it had 1 million business customers.
The rebound underscores OpenAI’s continued dominance in the enterprise AI market at a time when companies are moving beyond experimentation. Rather than trial use, December’s growth reflects recurring spend tied to everyday business functions, including software development, research, finance, sales, and customer support.
Competitors continued to gain ground, though at a slower pace. Anthropic’s adoption rose to 16.7%, with growth concentrated among technology companies making heavy use of APIs.
Google’s AI adoption increased to 4.3%, a figure Ramp notes likely understates usage because many businesses access Gemini for free through Google Workspace plans.
These Ramp numbers also exclude business use of free AI tools, in which no paid transaction occurs, and when employees use personal accounts with AI companies to complete work tasks. This means the data likely underestimates actual AI adoption rates.
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