OpenAI将于2026年进军企业市场,瞄准高额商业利润。

内容来源:https://techcrunch.com/2026/01/22/openai-is-coming-for-those-sweet-enterprise-dollars-in-2026/
内容总结:
为扭转在企业AI市场落后于竞争对手的局面,OpenAI近期进行了管理层重组,任命前员工巴雷特·佐夫(Barret Zoph)负责企业AI销售业务。佐夫曾于2022年至2024年担任OpenAI副总裁,后短暂加入由OpenAI前联合创始人米拉·穆拉蒂创立的人工智能初创公司。其此次回归被外界视为OpenAI加速拓展企业级市场的重要举措。
尽管OpenAI早在2023年就推出了企业级产品ChatGPT Enterprise,并宣称已拥有超过500万企业用户,但其市场占有率正面临严峻挑战。行业数据显示,截至2025年底,OpenAI在企业大语言模型应用市场的份额已从2023年的50%下滑至27%。同期,竞争对手Anthropic凭借40%的市场占有率占据领先地位,谷歌Gemini的企业市场份额也稳定在21%左右。
面对竞争压力,OpenAI首席财务官莎拉·弗里亚尔在近期公开表态中强调,2026年公司的发展重点将聚焦企业业务增长。公司已宣布与软件公司ServiceNow扩大多年期合作,以拓宽其AI模型在企业端的应用场景。分析指出,此次人事调整与战略聚焦表明,OpenAI正试图通过强化销售体系与生态合作,在日益激烈的企业AI市场中重获竞争优势。
中文翻译:
为在2026年追赶竞争对手,OpenAI重组了部分领导层,并任命一位熟悉的面孔来主导其向企业客户销售人工智能的业务。
据科技媒体The Information援引OpenAI内部备忘录报道,该公司已任命巴雷特·佐夫负责向企业销售人工智能产品。TechCrunch已联系OpenAI寻求确认及更多信息。
佐夫上周离开思维机器实验室后重返OpenAI。该实验室是由OpenAI前联合创始人米拉·穆拉蒂创立的人工智能初创企业,佐夫自2024年10月起担任其联合创始人兼首席技术官。
其离职的具体情况尚不明确,有传言称佐夫与其他几位前OpenAI员工究竟是被解雇还是主动离职,抑或本就计划回归OpenAI,目前众说纷纭。
佐夫此前在2022年9月至2024年10月期间担任OpenAI训练后推理副总裁。此次他将担任一个截然不同的职位,并可能在公司拓展企业业务(当前正被竞争对手蚕食的领域)过程中发挥重要作用。
OpenAI早在2023年就推出了面向企业的ChatGPT Enterprise产品,比Anthropic早一年以上,比谷歌的企业产品早数年。该公司宣称该产品已拥有超过500万企业用户,软银、塔吉特、劳氏等企业均在其客户之列。
但就在竞争对手市场份额攀升之际,OpenAI的市场份额却在持续下滑。
在企业大语言模型使用率方面,Anthropic已对人工智能竞争对手形成显著领先优势。根据风投机构Menlo Ventures去年12月的报告(需注意该机构已对Anthropic进行大规模投资),这家人工智能研究实验室占据40%的市场份额。而在去年7月,该初创企业的市场份额预估为32%。
Menlo Ventures指出,谷歌Gemini的采用率增长更为稳健。该公司于去年秋季发布企业产品后,其企业大语言模型使用市场份额基本保持稳定,从7月的20%微增至年底的21%。
反观OpenAI,其使用市场份额已从2023年的50%跌至2025年底的27%——这一趋势显然令公司感到担忧。数月前,OpenAI首席执行官萨姆·奥特曼曾在内部备忘录中表达对谷歌Gemini增长态势可能侵蚀OpenAI市场份额的忧虑。
OpenAI首席财务官萨拉·弗里亚尔在周日发布的博文中写道,企业业务增长将是公司2026年的重点发展领域。
该公司随后宣布与ServiceNow扩大多年期合作伙伴关系,此举将使ServiceNow客户能够使用OpenAI的模型。
英文来源:
OpenAI has reorganized some of its leadership and picked a familiar face to lead its push into selling AI to business customers as the company looks to catch up to its rivals in 2026.
The company appointed Barret Zoph to lead its efforts to sell its AI to enterprises, according to reporting from The Information, citing an internal OpenAI memo.
TechCrunch reached out to OpenAI for confirmation and more information.
Zoph returned to OpenAI last week after leaving Thinking Machine Labs, former OpenAI co-founder Mira Murati’s AI startup where Zoph had served as a co-founder and chief technology officer since October 2024.
The exact circumstances of his departure aren’t clear, with rumors swirling about whether Zoph and a few other former OpenAI employees were fired or left on their own accord, possibly with plans to return to OpenAI all along.
Zoph was previously the vice president of post-training inference at OpenAI from September 2022 to October 2024. He’s stepping into a very different position and will likely play an important role at the company as it looks to grow its enterprise business — an area where it is losing ground to competitors.
OpenAI launched its enterprise-focused ChatGPT Enterprise product in 2023 more than a year before Anthropic and multiple years before Google launched their enterprise offerings. The company claims the product has more than 5 million business users and counts companies including SoftBank, Target, and Lowe’s as customers.
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But its market share is falling while its rivals are climbing.
Anthropic holds a dominant lead over its AI rivals when it comes to enterprise large language model usage. The AI research lab holds a 40% market share, according to a December report from VC firm Menlo Ventures (which, it should be noted, has invested aggressively in Anthropic). In July, the startup’s market share was estimated to be 32%.
Google’s Gemini adoption has been steadier, says Menlo Ventures. The company released its enterprise product last fall and has seen its enterprise LLM usage market share largely stay the same, growing from 20% in July to 21% at the end of the year.
OpenAI on the other hand has seen its usage market share drop from 50% in 2023 to 27% at the end of 2025 — a trend that appears to concern the company. OpenAI CEO Sam Altman expressed concern that Google Gemini’s growth was starting to encroach on OpenAI in an internal memo a few months ago.
Enterprise growth is an area of focus for the company in 2026, OpenAI’s CFO Sarah Friar wrote in a blog post on Sunday.
The company has since announced an expanded multi-year partnership with ServiceNow that will give ServiceNow customers access to OpenAI models.
文章标题:OpenAI将于2026年进军企业市场,瞄准高额商业利润。
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