ChainCatcher report: Ara Kharazian, Head of Data at Ramp, posted that Ramp’s latest data shows AI companies’ revenues are heavily concentrated among a small number of clients—80% of OpenAI and Anthropic’s enterprise revenue comes from just 1% of their customers, and this trend has not improved. Kharazian noted that this level of concentration risk is unprecedented among any other software categories he has tracked, with the top 1% of client companies heavily skewed toward the technology sector and AI products and services, particularly as OpenAI and Anthropic approach their IPOs.
Ramp data shows that 80% of OpenAI and Anthropic’s enterprise revenue comes from 1% of clients.
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Summary
Ramp’s data shows that 80% of OpenAI and Anthropic’s enterprise revenue comes from just 1% of clients—a trend consistent across the industry with little change. Ara Kharazian, Ramp’s head of data, noted that this level of concentration risk is unmatched in other software categories. The majority of top clients are from the tech sector, with growing interest in AI products as both companies approach their IPOs. Recent inflation data has not yet disrupted this pattern.
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