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# Just 1% of Customers Drive 80% of OpenAI, Anthropic’s Enterprise Revenue
- URL: https://www.theleftshift.com/just-1-of-customers-drive-80-of-openai-anthropics-enterprise-revenue/
- Published: 2026-09-03T09:45:57.000Z
- Updated: 2026-09-03T09:45:57.000Z
- Description: The companies making up the top 1% of customers are heavily concentrated in technology, AI products, and AI services.
- Author: The Left Shift Bureau
- Tags: AI Startups

Around 80% of OpenAI and Anthropic’s enterprise revenue comes from just 1% of their customers, according to Ramp Lead Economist [Ara Kharazian](https://www.linkedin.com/in/akharazian/?ref=theleftshift.com).

Kharazian said the concentration has not improved and represents a level of risk he has not seen in any other software category tracked by the company.

> *"This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services," he said.* 

Kharazian also said the companies making up the top 1% of customers are heavily concentrated in technology, AI products and AI services. That could make the revenue base particularly vulnerable if technology companies reduce AI spending, switch models or consolidate their vendors.

The findings come as both AI labs push aggressively into [enterprise markets](https://www.theleftshift.com/the-ai-scaling-problem-enterprises-arent-talking-about/) and prepare for potential public listings. OpenAI has been expanding its enterprise offerings, including ChatGPT Enterprise, Codex and its Frontier platform, while positioning AI as an increasingly central part of corporate workflows.

Anthropic, meanwhile, has gained significant traction among businesses, particularly through Claude Code and other developer-focused products. Ramp [data](https://ramp.com/data/ai-index?ref=theleftshift.com) showed Anthropic briefly overtaking OpenAI in business adoption earlier this year, although more recent data indicates OpenAI has been growing faster in the third quarter.

The two companies are also entering a crucial phase as investors scrutinise the economics of frontier AI. Anthropic has moved towards a potential public listing, while [OpenAI is also preparing for an IPO](https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html?ref=theleftshift.com) amid its rapid expansion.

The concentration risk is particularly relevant given the enormous infrastructure costs required to operate frontier models. Both startups have also committed to multibillion-dollar computing infrastructure deals as demand for Claude accelerates, highlighting the capital intensity underlying its growth.