OpenAI at a Crossroads: Besieged by Google and Anthropic
OpenAI pivots hard to enterprise AI as Google and Anthropic erode its consumer dominance
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As we enter 2026, OpenAI is shifting part of its focus toward the enterprise market, in addition to its attention on consumer-grade products (such as ChatGPT and social applications).
Last Friday, we reported that OpenAI is considering transforming its business model, no longer satisfied with just collecting software usage fees, but also wanting to take a cut when customers profit. For details, please refer to that article.
OpenAI has conveyed clear strategic transformation signals, indicating its comprehensive push into enterprise business, striving to provide deep support for commercial clients.
How did this happen? Let’s continue.
OpenAI’s Strategic Shift: Further Betting on the Enterprise Market
Throughout 2025, OpenAI’s most notable moves were mostly concentrated on consumer products, including the GPT-5 series models, Sora 2, and the ChatGPT Atlas browser. Later this year, OpenAI is expected to launch an AI hardware device designed with participation from former Apple design chief Jony Ive, which is rumored to potentially be a wearable device.
