OpenAI isn't about to cede all the enterprise fun to Anthropic, which is viewed as the LLM for business play.
In a blog post, OpenAI touted its enterprise customer base and customers such as Amgen, Commonwealth Bank, Booking.com, Cisco, Lowe’s, Morgan Stanley, T-Mobile and Target. The disclosure is well timed given that investors are starting to question OpenAI's ability to pay for the compute it is procuring in multiple deals.
- OpenAI, Anthropic increasingly diverge as strategies evolve
- OpenAI inks $38 billion deal with AWS, starts renting GPUs immediately
The company counts a business customer as enterprises that pay for OpenAI for business use as well as those that use ChatGPT for Work and consumption through its developer platform.
OpenAI's approach rhymes with how Apple (and Google for that matter) entered the enterprise. Gain a groundswell of consumer adoption and those workers bring those tools to work.
According to OpenAI, ChatGPT's business impact is accelerating.
- ChatGPT for Work has more than 7 million seats, up 40% in 2 months.
- ChatGPT Enterprise seats are up 9x.
- The company is also expanding its roster of connectors to corporate knowledge bases.
OpenAI also said future upside will come from businesses that will want to build agentic workflows on OpenAI.
