OpenAI, facing a fierce chase from Anthropic, has decided to overhaul its business structure and focus its capabilities on the corporations AI market.
The Wall Street Journal (WSJ) reported on the 16th (local time) that OpenAI is pushing an internal reorganization to reset business priorities and strengthen a corporations customer–centric strategy. Executives are reviewing options to identify and wind down areas with lower priority among ongoing businesses, and the related plan is expected to be shared within weeks.
Fidji Simo, chief executive officer of the business institutional sector, recently said at an all-hands meeting, "We must not miss a critical moment by focusing on side projects," emphasizing the need to restore productivity, particularly by improving efficiency in the business institutional sector.
This strategic shift is seen as not unrelated to the rise of rival Anthropic. Anthropic is expanding its market influence by fronting corporations AI tools such as "Claude Code" and "Claude CoWork," which is also jolting the existing software industry.
OpenAI has pursued various new businesses, including the video-generation AI "Sora" and the web browser "Atlas," but has faced criticism that this dispersed resource allocation and blurred its core strategy. Accordingly, it plans to focus on regaining competitiveness in corporations AI and software development tools.
In practice, OpenAI has moved to respond by improving the programming tool "Codex" app and reinforcing advanced coding features in the latest model "GPT 5.4." Weekly active users of the Codex app have surpassed 2 million.
It is also expanding services that, in cooperation with consulting firms, provide corporations customers with AI adoption and workflow efficiency strategies together. The plan is to present AI application measures across various industries to spur demand.
At the same time, it was reported to be pursuing cooperation with private equity firms such as Brookfield Asset Management and Bain Capital to supply AI solutions to their portfolio corporations. The strategy is to secure a stable base of corporations customers while supporting competitiveness gains at portfolio corporations.
Currently, both OpenAI and Anthropic are actively building partnerships with private equity firms to expand the corporations AI market, and the possibility of an initial public offering (IPO) is also being discussed. The market estimates OpenAI's valuation at about $840 billion and Anthropic's at about $380 billion.
WSJ analyzed that while OpenAI has somewhat lagged in the corporations market, it still maintains strong dominance in consumer AI services, and some external variables affecting competitors could influence the competitive landscape going forward.