Tekedia: Anthropic tops OpenAI in enterprise AI spending with 41% share, Ramp data show

  • Tekedia Capital analysis flagged rising IPO risk for Anthropic as the Trump administration ordered limits on access to Mythos 5 and Fable 5.
  • Anthropic disabled global access to the models days after launch, reflecting heightened national security scrutiny tied to cyber misuse concerns.
  • Ramp data cited in the report showed Anthropic at 41% of AI subscription spending in May, overtaking OpenAI at 39.5%.
  • The analysis argued the dispute could strengthen Anthropic’s IPO narrative by reinforcing perceptions of scarce, high-end capability despite regulatory uncertainty.
  • Near-term revenue impact was seen as limited because enterprise growth is driven mainly by existing Claude products, not the restricted models.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tekedia Capital LLC published the original content used to generate this news brief on June 18, 2026, and is solely responsible for the information contained therein.

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