OpenAI, Anthropic Seen Competing for Enterprise Share in 2026 -- Market Talk

Dow Jones03-24

1216 ET [Dow Jones]--OpenAI's move to refocus on its enterprise business sets the stage for an enterprise artificial-intelligence battle over the coming year, Truist analysts write in a note. While Anthropic currently seems like a leader in enterprise, OpenAI's Codex has annual recurring revenue potentially nearing $2 billion, and the impressive showing of GPT-5.4 could position the company to take share from Claude Code and Cursor. Both Anthropic and OpenAI are using forward-deployed engineer strategies to drive enterprise adoption, the analysts note. Other companies are also positioned to compete for the enterprise business, including Palantir and Microsoft. News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 12:19 ET (16:19 GMT)

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