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OpenAI: How Is OpenAI Eating the Enterprise SaaS TAM?
FUNDA
OpenAI's enterprise push accelerates; ARR seen reaching ~$12.5B next year on MidTraining and Agents.
In our Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment? report, we conducted a detailed analysis of OpenAI’s revenue structure and cash flow position.
In this report, we examine how OpenAI will influence the AI narrative heading into next year. We’ll conclude by updating our monitoring of OpenAI’s user and paid subscriber metrics.
GPT 5.2 and OpenAI’s Enterprise Progress
In our MidTraining report, we provided a comprehensive overview of how MidTraining is impacting Labs’ resource allocation and its synthetic data generation logic.
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