Anthropic overtakes OpenAI in enterprise subscriptions for the first time, with Trump ban backfiring into record adoption

Anthropic 5月企业AI订阅份额首超OpenAI，特朗普政府禁令反促采用量创新高

Anthropic hit 41% enterprise AI subscription share in May, edging past OpenAI at 39.5%, per Ramp data. The company just closed a $65B round at a $965B valuation and confidentially filed for IPO after its first profitable quarter. The Trump administration ordered Mythos 5 and Fable 5 pulled over export controls, barring non-US access. Ramp's chief economist notes that similar controversies—like a March DoD supply-chain risk designation—drove record enterprise adoption, with spending concentrated on Claude Opus 4.8.

Why it matters: Anthropic surpassing OpenAI in enterprise subscription share for the first time, backed by Ramp spend data rather than rumor. Layered with $65B funding, a confidential IPO filing, and the counterintuitive detail that Trump-era export restrictions actually boosted adoption, thi...