tech
December 8, 2025
OpenAI boasts enterprise win days after internal ‘code red’ on Google threat
ChatGPT Enterprise usage grew 8x year-over-year as workers report saving an hour daily, but OpenAI faces competitive pressure from Anthropic and questions about cost sustainability.
TL;DR
- ChatGPT enterprise usage has grown 8x since November 2024, with workers saving up to an hour daily.
- 36% of U.S. businesses are ChatGPT Enterprise customers, compared to 14.3% for Anthropic.
- OpenAI has committed $1.4 trillion to infrastructure over the next few years, making enterprise growth crucial.
- Organizations are consuming 320 times more reasoning tokens via OpenAI's API compared to a year ago.
- Custom GPT usage has increased 19x this year, now representing 20% of enterprise messages.
- Employees report using AI to perform technical tasks they couldn't do before, with a 36% increase in coding-related messages outside of core tech teams.
- A 'growing divide in AI adoption' exists, with some workers using tools more frequently and saving more time than others.
- Advanced AI features like data analysis and search are still underutilized by many enterprise users.
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