Anthropic's Claude claws its way towards the top of AI chart

Anthropic's Claude has seen rapid growth in business AI subscriptions, with a 4.9% month-over-month increase in February 2026, while OpenAI saw its largest single-month decline. Nearly one in four businesses on Ramp now pays for Anthropic, up from one in 25 a year ago, and 70% of first-time AI buyers now choose Anthropic. The growth is partly attributed to Anthropic's public stance against removing AI safety guardrails for Pentagon use, which contrasted with OpenAI's decision to work with the Defense Department. Anthropic also reported a $14 billion annual revenue run rate after raising $30 billion in a Series G round, though total commercial revenue since launch stands at over $5 billion.