Ramp’s January 2026 vendor rankings reveal a market shifting from emerging competition to established dominance. Google tops all four categories: new customer count, new spend, fastest-growing customer count, and fastest-growing spend.
Google’s Sweep Signals Enterprise AI Consolidation
Topping all four rankings—absolute and growth, customers and spend—suggests Google’s Gemini push is translating into enterprise procurement. The full-stack advantage (Workspace integration, Vertex AI, GCP) is converting to revenue.
Anthropic Outperforms OpenAI on Spend
OpenAI ranks third by new customer count but does not appear in the top five by new spend. Anthropic ranks second in both spend categories. Enterprise customers are spending more per seat on Claude than on ChatGPT.
The “Emerging” Category No Longer Applies
More than a third of companies now pay for OpenAI; Anthropic is not far behind. These are no longer emerging vendors—they are infrastructure.
The Next Adoption Wave
Smaller players reveal what’s coming:
n8n: Workflow automation
Clerk: Authentication
Replit: AI coding
These tools enable AI-native development and agentic workflows—the picks and shovels of the next phase.
xAI’s Enterprise Gap
xAI appears fifth in customer count growth but absent from spend rankings. Ramp’s AI Index shows only 2 percent of US businesses use xAI versus much higher penetration for OpenAI, Anthropic, and Google.
Strategic Implication
Investors expect 2026 to determine AI winners and losers, but Ramp’s data suggests the sorting has already happened. Google, Anthropic, and OpenAI dominate enterprise procurement; everyone else competes for niches.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
