OpenAI is coming for those sweet enterprise dollars in 2026

Plus: Apple supplier Pegatron expects US plant to be completed by end-March

Author

Hafizur Rahman
January 23, 2026

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OpenAI is coming for those sweet enterprise dollars in 2026

Leadership Reorganisation to Refocus on Enterprise Sales

OpenAI has appointed Barret Zoph, a former senior executive, to lead sales of AI services to enterprise customers in 2026. This shows a renewed focus on attracting business clients, not just consumers.

Key Points:

  • This move is part of OpenAI's strategy to compete with rivals like Google and Anthropic in the growing enterprise AI market. OpenAI found success with ChatGPT Enterprise, but its share of enterprise use has fallen behind competitors. This leadership change is a strategic move.

  • Enterprise Positioning and Competition

  • OpenAI was an early player in enterprise products, including ChatGPT Enterprise. OpenAI had early success with millions of business users. But rivals like Anthropic and Google Gemini are catching up. This shift is putting pressure on OpenAI’s market position.

  • Enterprise Revenue Matters for Strategy

  • Enterprise AI is a key segment because:

  • It offers higher-value contracts than consumer subscriptions.

  • Businesses are using AI more and more in workflow automation, analytics, customer service, and internal tools.

  • Additionally, OpenAI’s CFO has noted that practical enterprise adoption will be a key focus in 2026.

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Apple supplier Pegatron expects US plant to be completed by end-March

Pegatron, a Taiwanese electronics contractor, plans to finish its first U.S. factory in Texas by March 2026. Trial production should start in late March or April.

Key Points:

  • About the Facility This will be Pegatron’s first manufacturing site in the United States. The plant will produce AI server products. This includes systems that use Nvidia chips. It aims to meet the growing demand for advanced computing hardware.

  • Business & Partners Pegatron is a key contract manufacturer for major tech firms like Apple and Dell. It also partners with Microsoft and Tesla.

  • This move is part of a trend. Taiwanese firms such as Foxconn, Inventec, and Wistron are investing in U.S. production. They aim to diversify supply chains beyond China. A new U.S.–Taiwan trade deal is set to boost Taiwanese investment in U.S. semiconductors, AI, and energy. It will also lower tariffs on imports from Taiwan.

  • Let me know if you want a quick summary of how this links to broader tech supply chain changes or impacts Apple and Dell!

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AI mainly supports work instead of fully replacing jobs.

The report, which uses about 2 million anonymised Claude conversations and API data, shows that AI mainly enhances human tasks. Most interactions involve humans guiding Claude's outputs and checking results. AI doesn't completely replace them.

Key Points :

  • Complex and skilled tasks gain the most from AI.

  • Anthropic’s data reveals that AI boosts higher-complexity jobs more than routine tasks. Knowledge-intensive or cognitively demanding roles see bigger productivity increases. However, this also means that the gains are not equal; higher-skill roles benefit more.

  • Adoption patterns are changing slightly.

  • The index also shows slight gains in specific use cases, such as translation tasks. Here, AI is used more for review and validation rather than just one-off translations.

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