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Where the Money Goes: Foundation Model Category Snapshot (June 2026)
Where the Money Goes: Foundation Model Category Snapshot (June 2026)#
OpenAI still leads on existing spend, but 72% of new customers pick Anthropic and 62% of switchers move to it. The increment is going one way.Draft, pending review
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Category spend share is OpenAI 52% versus Anthropic 46%, but 72% of new customers choose Anthropic and 62% of switchers move to it. One side leads the stock, the other takes the flow.
Source: Ramp AI Index (public data); FinSight compilation · Updated 2026-09-04
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