OpenAI and Anthropic Set Sights on Enterprise Customers at Davos

Summary

In separate interviews with CNBC at the World Economic Forum in Davos on January 21, 2026, Anthropic CEO Dario Amodei and OpenAI CFO Sarah Friar emphasized enterprise customers as the key revenue driver for their respective companies. OpenAI reported that enterprise customers account for roughly 40% of its business, with Friar projecting growth to approximately 50% by year-end. Anthropic operates with a markedly different revenue composition — approximately 80% enterprise versus 20% consumer — w