Government "ban" turns into an "endorsement"? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

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The ongoing friction with the Trump administration has not dragged down Anthropic's business performance; instead, it seems to have added a unique halo to its brand. Latest data shows that this AI company is devouring its competitors' enterprise market share at an astonishing pace.

On June 16, TechCrunch reported that, according to enterprise spending data platform Ramp, Anthropic's share in the enterprise AI subscription market rose to 41% in May, up 2.5 percentage points from the previous month, surpassing OpenAI's 39.5% for the first time. At the same time, Anthropic completed a funding round with a valuation of $965 billion and secretly filed IPO documents, reportedly backed by the company's first profitable quarter.

Yet while all this was happening, a previous article from Wallstreetcn wrote that the Trump administration sent a letter to Anthropic last Friday, demanding that it prohibit non-Americans—including its own employees—from accessing its latest flagship models, forcing Anthropic to fully withdraw the newly launched Mythos 5 and the Fable 5, which had been publicly released for only three days.

Reportedly, this is the latest escalation in tensions between the two sides; Anthropic had previously been listed as a "supply chain risk" by the Trump administration in March for refusing to cooperate with the government in using its models for mass surveillance and fully autonomous weapons.

Ramp's chief economist Ara Kharazian pointed out that this incident not only will not harm Anthropic, but might actually further boost its commercial appeal—historical data has already proved this logic: The single month with Anthropic's highest enterprise adoption rate was precisely the month when the Department of Defense listed it as a supply chain risk.

Subscription share surpasses OpenAI for the first time, enterprise market landscape changes

Ramp's data is drawn from more than 70,000 enterprise clients on its platform, giving this dataset considerable representativeness.

In May, Anthropic's enterprise AI subscription share reached 41%, up 2.5 percentage points from April; OpenAI's share was 39.5% during the same period, basically unchanged. This is the first time Anthropic has surpassed OpenAI in the enterprise subscription dimension.

It is worth noting that subscription data is only part of enterprise AI spending. Ramp notes that most enterprise AI expenditures come from API calls—that is, model usage billed per token, covering core business scenarios such as code generation. Anthropic's Claude Code enjoys a good reputation in enterprise programming tools, considered one of the major drivers of its growth on the enterprise side.

However, OpenAI still leads by a wide margin in overall consumer usage, and according to the latest Sensor Tower data, this gap has not yet been shaken.

Models forced off the shelves, but actual demand continues to grow

The trigger for this government pressure was Anthropic's two latest models: Mythos 5, open to limited users, and Fable 5, which had just been publicly released three days before the incident.

The Trump administration invoked a little-known export control directive, requiring Anthropic to prohibit non-Americans from accessing these models, in effect forcing Anthropic to fully withdraw both products from the market.

The report says rumors are that hackers have been able to easily bypass Fable 5's safety guardrails to access Mythos' core capabilities—and Mythos' ability to discover software code security vulnerabilities is so strong that even Anthropic marked it as "dangerous" and restricted its public release in its marketing.

However, according to Ramp's data, enterprise clients are mostly using Anthropic's Opus series models. In about a third of identifiable model transactions, enterprise spending is concentrated in various versions of Claude Opus, especially newer iterations.

Mythos has only recently launched—opened to limited users in April, and Fable 5 survived just a few days. In late May, Anthropic also released a new version, Opus 4.8, further strengthening its market position for this product line.

This means that even if Mythos and Fable 5 are forced off the shelves, the actual impact on Anthropic's current enterprise revenue may be quite limited. Ramp says the granularity of its data is not sufficient to precisely quantify this financial impact.

Ramp chief economist Ara Kharazian told TechCrunch:

"If there's any impact, it's very likely to boost Anthropic. Anthropic's best month ever for enterprise adoption was precisely the month the Department of Defense listed them as a supply chain risk. When your model is specifically named as 'too dangerous to use', that in itself brings a huge halo effect."

This logic is not without basis. In March of this year, Anthropic was characterized by the Trump administration as a "supply chain risk" after it refused to allow the government to use its model for mass surveillance of American citizens and fully autonomous weapon systems. But subsequent enterprise sales data showed that this crackdown did not have the intended deterrent effect.

This new friction in some ways further validates the technical strength of the Mythos series—the government's tough stance objectively becomes a kind of endorsement.

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