OpenAI’s Enterprise Ambition, APP’s Strong BFCM, Underestimated GPT 5.2, AVGO results and H200 status

Starting from this week, we are launching our weekly recap series. We recap our latest reports as well as commenting on latest stock and industry events that were not discussed in published reports. In the future, we might consider adding new sections like market sentiment discussion or previews on key events in the coming week. Feedback is welcomed.

This week’s reports

OpenAI’s enterprise ambition - while market sentiment is tightly indexed to model benchmarks, Polymarket odds and web traffic trends among other 2C metrics, we believe OpenAI’s progress (Anthropic as well) in 2B market is under-discussed, and is actually key to AI narrative in 2026. We strongly encourage reading this report if you care about CSP, Enterprise SaaS, or simply overall AI development.

“If OpenAI and Anthropic are winners, 2026 will undoubtedly be the first year AI Labs impact existing players’ revenue. If OpenAI and Anthropic fall short of expectations, that seems even less acceptable, as the entire AI narrative would face more scrutiny.”