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Enterprise AI: record usage, spending down in the United States

Original title, in French: “IA en entreprise : usage record, dépenses en baisse aux États-Unis”

Publication
Brief IA (France)
Author
Tom Levy
Published on
2 October 2026 · read in the page structured data

Summary

The Ramp AI Index, based on transaction data from more than 70,000 US companies, shows an unusually long decline in AI spending while usage reaches a record level at the end of September, up around 50% since the July peak. According to Ara Kharazian, economist at Ramp, the decline is explained by falling prices for top-tier models and the rise of cheaper standard models, mainly driven by competition between OpenAI and Anthropic. These two players account for most token spending (51% for Anthropic, 44.5% for OpenAI at the end of September), while open-source models represent less than 5% of spending.

Summary based on the full text of the article.

Read the article on Brief IA →

Figures cited

  • 50 %

    increase in AI usage since July

    US companies, from July to the end of September

    « l’utilisation de l’IA a progressé d’environ 50 % depuis le pic de dépenses de juillet et a atteint un niveau record à la fin septembre. »

    Source: Ramp AI Index

  • 51 %

    share of token spending going to Anthropic

    last week of September, US companies

    « 51 % des dépenses en tokens sont allées à Anthropic et 44,5 % à OpenAI »

    Source: Ramp AI Index

  • 44.5 %

    share of token spending going to OpenAI

    last week of September, US companies

    « 51 % des dépenses en tokens sont allées à Anthropic et 44,5 % à OpenAI »

    Source: Ramp AI Index

  • 5 %

    share of spending going to open-source models

    US companies

    « Les entreprises consacrent toujours moins de 5 % de leurs dépenses aux modèles open source. »

    Source: Ramp AI Index

Classification

Country
United States
Company size
Large companies, All sizes
Industries
All industries, or industry not specified
Companies
Ramp (study author), OpenAI (supplier), Anthropic (supplier)
Keywords
AI spending, AI usage, OpenAI, Anthropic, open source, Ramp AI Index

Entry written by Marsanne Studio from the cited article, with the help of an AI model (claude-sonnet-5). The rights to the article and its illustrations belong to Brief IA and its author. Entry translated from French by Claude Sonnet 5.5.