The Claude vs ChatGPT business race just flipped. For the first time, more US businesses are spending on Anthropic than on OpenAI. Ramp's May 2026 AI Index puts Anthropic at 34.4% of business AI spending and OpenAI at 32.3%. A year ago Anthropic sat under 8% while OpenAI was already near 32%. Anthropic roughly quadrupled its share in twelve months. OpenAI grew 0.3%.
That is a strange thing to read if you spent the last two years assuming ChatGPT was the obvious choice for work.
The numbers
- Anthropic adoption rose 3.8 percentage points in April. OpenAI fell 2.9.
- 73% of first-time business buyers of AI tools pick Anthropic, per Ramp customer data.
- Anthropic crossed USD 30B annualised revenue in April. OpenAI sits around USD 25B.
- Claude Code, Anthropic's coding agent, hit USD 2.5B annualised revenue by February. A recent analysis found 4% of all public GitHub commits were authored with it.
- Menlo Ventures' enterprise LLM report puts Anthropic at 40% of enterprise model spending, OpenAI at 27%, Google at 21%.
Real spending moved, not just vibes.
Business AI adoption by vendor, January 2023 to April 2026. Anthropic crossed OpenAI for the first time in April. Source: Ramp AI Index, May 2026.
Why are businesses switching to Claude from ChatGPT?
Three reasons keep surfacing in the trade press and on founder forums.
Claude Code is doing the heavy lifting. Non-technical users describe a step change in being able to ship internal tools, write scripts, and patch codebases without a developer on call. ChatGPT's answer (Codex inside the new Deployment Company push) is newer and less mature.
Writing voice. A common complaint on Reddit and LinkedIn: ChatGPT reads more verbose and "enthusiastic" since the GPT-5 series, while Claude reads cleaner out of the box. We notice it too. Client deliverables, internal docs, and proposals need fewer rewrites.
Long context that actually works. Claude Pro and Team carry 200K tokens, Claude Enterprise carries 500K, and the API offers a 1M window for Opus and Sonnet. ChatGPT Plus tops out at 32K and Pro at 128K. For real document review, that gap matters.
What ChatGPT still does better: image generation (Images 2.0 is the strongest model for product visuals), voice mode, agentic web browsing, the GPT marketplace, Microsoft 365 integration. Plenty of businesses run both for these reasons.
Should Malaysian SMEs use Claude or ChatGPT for business?
The data is US-based. Ramp tracks American corporate cards. So the survey covers a population that is not yet ours.
That said, the signal matters. Companies actually getting work done with AI (the ones spending real money instead of just trialling) are picking Claude more often. That is information.
Most Malaysian SMEs we talk to default to ChatGPT for one reason: brand recognition. They have heard of it. The boss uses it on his phone. They are not picking based on a test on their actual work. That is fine for casual use. It is a problem when the subscription is supposed to do the work of a junior staff member.
If your team is using AI for:
- Drafting client documents, proposals, and reports. Try Claude. The output usually needs less editing.
- Building internal tools or scripting tasks. Claude Code is the bigger jump.
- Long contract review, MyInvois mapping, or PDPA gap analysis. Long context favours Claude.
- Marketing imagery, customer chatbots with voice, web research. ChatGPT still wins.
- Customer support, simple email drafts, brainstorming. Both are fine. Pick on price.
We are not saying tear out ChatGPT. We are saying: stop defaulting. Most Malaysian teams paying USD 20 to USD 30 a month per user are still doing it because the boss heard about ChatGPT in 2023.
Pro plans are tied at USD 20 per user per month (roughly RM 95). Both can attract up to 10% Malaysian withholding tax under section 109B, depending on how the service is characterised and whether a tax treaty applies. The real cost is not the subscription. It is the time you lose using the wrong tool for the job.
Our take
The "Anthropic wins, OpenAI loses" framing misses the point. Two years ago the assumption was that one company would dominate. Now there is real competition, prices are stable, and serious business users are picking on workload fit instead of defaulting to whatever they heard first.
For a Malaysian business: run a one-week pilot with both tools on your actual work, not on benchmarks. Track time saved per task. Whichever wins for your workflow is the one to standardise on. Most teams end up with both, used for different jobs.
If you want help figuring out where AI actually fits in your business (and where it does not), let's chat. We will give you a straight take, no sales pitch. If you are evaluating whether to build custom AI into your product, see our AI solutions service or our AI system developer guide.
References
- Ramp AI Index, May 2026
- Anthropic finally beat OpenAI in business AI adoption, VentureBeat
- Anthropic overtakes OpenAI in workplace AI adoption, Axios
- Anthropic now has more business customers than OpenAI, TechCrunch
- OpenAI just lost its enterprise AI crown to Anthropic, Business Insider
- Why Founders Are Switching From ChatGPT To Claude, Forbes




