rotative
the decoder · October 2, 2026

US businesses use 50% more AI, pay less, driven by OpenAI-Anthropic price war

us companies spend less on ai as openai and anthropic competition drives price cuts, while usage climbs 50 percent since july.

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the ramp ai index, which tracks transaction data from over 70,000 us companies, reveals that ai spending has decreased due to price cuts from top models and cheaper standard and lite models. this drop is largely attributed to competition between openai and anthropic. as of september, anthropic took 51 percent of token spending, while openai took 44.5 percent. open-source models account for less than 5 percent of business spending.

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