Anthropic's latest feud with the Trump admin may actually help it, sales data suggests

Key Points:

• In May, Anthropic surpassed OpenAI in market share of business spending on AI subscriptions, reaching 41% compared to OpenAI's 39.5%, according to Ramp's data from over 70,000 businesses.
• Anthropic raised $65 billion at a $965 billion valuation, exceeding OpenAI's valuation, and filed confidential paperwork for an IPO, backed by its first profitable quarter.
• The Trump administration ordered Anthropic to ban non-Americans from accessing its latest AI models, Mythos 5 and Fable 5, citing export control directives, which forced Anthropic to pull these models from the market.
• Despite government pushback, including being labeled a supply-chain risk, Anthropic's business adoption continues to grow, with Ramp's lead economist suggesting the controversy may actually enhance its market appeal.
• Anthropic's core models, particularly the Opus series, remain widely used by businesses, with a new version, Opus 4.8, released in late May, sustaining its strong reputation as a powerful AI coding tool.