Ramp data: Anthropic is capturing ~73% of all spending among companies buying AI tools for the first time, up from a 50/50 split with OpenAI in January (Madison Mills/Axios)

https://www.axios.com/2026/03/18/ai-enterprise-revenue-anthropic-openai
http://www.techmeme.com/260318/p37#a260318p37

The AI spending flip

With the way AI companies are spending, they have no choice but to generate more revenue — and quickly.

Axios
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