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Business
Jun 17, 2026
Analyzed by Llama- 4 Scout 17B 16E Instruct

Anthropic's Feud with Trump Admin May Boost Its Sales

AI Summary
Anthropic's recent feud with the Trump administration may actually help the AI lab, according to sales data from Ramp. Despite being labeled a supply-chain risk and having its latest models pulled from the market, Anthropic's business spending and sales have increased.

The Lead

Anthropic is having a remarkable month, surpassing OpenAI in market share of business spending for the first time, according to Ramp. The AI lab raised $65 billion at a $965 billion valuation and filed confidential paperwork for an IPO on the strength of its first-ever profitable quarter.

The Event Details

The Trump administration renewed its war on Anthropic by sending a letter demanding it ban non-Americans from accessing its state-of-the-art models, Mythos 5 and Fable 5. This forced Anthropic to pull its latest models from the market. The exact cause of the ban remains unclear, but it is reportedly due to hackers easily bypassing Fable 5's guardrails.

The Data Analysis

Ramp's data shows that Anthropic's share of AI subscriptions paid for by businesses rose 2.5 percentage points in May to 41%, surpassing OpenAI's 39.5%. The data also reveals that businesses heavily use Anthropic's Opus models, with growing business use.

The Impact Analysis

Despite the controversy with the Trump administration, Anthropic's available models are more popular with businesses than ever before. According to Ramp's lead economist, Ara Kharazian, the feud may actually boost Anthropic's sales, as its best month on record was the month the Department of Defense labeled it a supply-chain risk.

The Prediction

While it is unclear how the latest drama with the White House will impact Anthropic's ability to go public, the numbers indicate that Anthropic's available models are in high demand. If the trend continues, Anthropic's sales and business adoption may continue to grow, despite the controversy.