Don't miss key shifts in business spend from Ramp Economics Lab.
Businesses are changing AI model providers more often
More companies are switching AI model providers. The monthly share of firms switching providers, averaged over three months, reached a record 8% in September.
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The pattern has shifted twice.
- In May 2025, Anthropic gained significant share following the launches of Opus 4 and Sonnet 4. Switching then declined over the next year.
- In June 2026, OpenAI's price cuts and new model launches disrupted that equilibrium.
Since then, Anthropic and OpenAI alone have made at least nine model launch announcements. This intense competition is music to the ears of model users. It could be an early sign that AI models are becoming commodities.
Don't miss key shifts in business spend from Ramp Economics Lab.
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