CNBC January 21, 2026
Ashley Capoot

Key Points

– Enterprise customers are a major focus for the AI startups OpenAI and Anthropic this year, executives told CNBC.

– The two AI startups are fierce competitors that are jostling for revenue, users and market share.

– Enterprise customers account for roughly 40% of OpenAI’s business and 80% of Anthropic’s business, executives said.

Artificial intelligence startups OpenAI and Anthropic have their sights set on enterprise customers this year as they race to win more revenue, users and market share.

In separate interviews with CNBC at the World Economic Forum in Davos, Switzerland on Wednesday, Anthropic CEO Dario Amodei and OpenAI CFO Sarah Friar highlighted enterprise as a key revenue driver for their businesses.

Enterprise customers account for roughly...

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