AI行业先行者战略转向:OpenAI 将集中资源深耕代码赛道与企业服务市场
导读：OpenAI 正迎来关键战略调整。面对与 Anthropic 的激烈竞争，公司决定收缩非核心业务，集中资源深耕代码赛道与企业服务市场，为后续上市铺路。此前全面扩张的模式导致资源分散、战略模糊，而对手凭借代码产品快速抢占企业与开发者市场，带来明显压力。为此，OpenAI 将整合研发与产品团队，精简分散精力的支线项目，升级开发工具巩固优势，并推进四季度上市筹备，力求在 AI 商业化浪潮中重新掌握主动权。《麻省理工科技评论》| 最新AI热度指数概览
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来源：《华尔街日报》2026年3月18日头版
原作者：Berber Jin
编译：多语学习实验室
OpenAI to PareSide Projects
To Focus on Its Core Business
OpenAI拟削减支线业务
聚焦核心业务布局
OpenAI’s top executives are finalizing plans for a major strategy shiftto refocus the company around coding and business users, recognizing that a “do everything all at once” strategy has put them on the defensive.
OpenAI高层正在敲定重大战略调整方案，公司将回归核心业务，聚焦代码服务与企业客户群体；管理层意识到，此前“各项业务全盘一把抓”的打法，已让公司陷入被动局面。- on the defensive 处于守势、被动招架
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Last year, OpenAI announced an array of new products including the video-generator Sora, a web browser called Atlas, a new hardware device, and e-commerce features for ChatGPT.去年，OpenAI接连推出多款新品，涵盖视频生成模型Sora、名为Atlas的网页浏览器、全新硬件设备，以及ChatGPT的电商功能模块。OpenAI is under growing pressure from rival Anthropic, which has become the dominant AI provider for businesses because of the viral success of its Claude Code and Cowork offerings. These products, which include so-called agents that can autonomously carry out complex tasks for users, havebecome all the ragein Silicon Valley, and even sparked a global stock-market selloff last month.OpenAI正面临竞品Anthropic带来的持续施压，后者凭借Claude Code、Cowork两款产品的爆火，坐稳企业级AI服务龙头位置。这类搭载智能代理、可自主完成用户复杂任务的产品，在硅谷迅速走红，甚至在上月引发全球股市一波抛售潮（注：市场担忧此类AI工具大幅替代传统软件、冲击科技巨头盈利，进而引发科技股恐慌性抛售）。- be/become all the rage非常流行或风靡：在某个特定的时间非常受欢迎
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Anthropic has placed fewer product bets than OpenAI, focusing its efforts on the enterprise and coding market. The company has so faravoided image and video generation products, for example.相较于OpenAI的多点布局，Anthropic的产品策略更为聚焦，全力深耕企业市场与代码赛道，截至目前并未涉足图像、视频生成类产品领域。Simo told staff Anthropic’s success should serve as a “wake-up call” for the company, and that it had to regain the lead among software developers and enterprise customers.应用业务首席执行官西莫向员工坦言，Anthropic的成功对OpenAI而言是一记警钟，公司必须夺回在软件开发人员和企业客户群体中的领先优势。OpenAI launched its standaloneSora app last September, pairing its AI video generator with a new social-media app similar to TikTok. It briefly secured the top spot in Apple’s App Store, but usage flatlined in the months that followed. The company is now looking to integrate video-generation features into its main ChatGPT app.去年9月，OpenAI推出独立版Sora应用，将AI视频生成功能与类TikTok社交软件绑定，该应用曾短暂登顶苹果应用商店榜首，但后续数月用户活跃度持续停滞。目前公司计划将视频生成功能整合进主产品ChatGPT之中。In coding, OpenAI regained some ground after releasing a new version of its Codex app last month, as well as an updated model called GPT 5.4, which is tailored to professional work. Simo recently tweeted on X that Codex now has more than two million weekly active users, up nearly four times since the start of the year.代码业务方面，OpenAI上月推出Codex应用新版本，以及专为专业场景打造的GPT 5.4模型，凭借此次迭代收复部分失地。西莫近期在X平台发文称，Codex周活跃用户现已突破200万，较年初增长近四倍。OpenAI is also benefiting from its continued dominance in the consumer market and from the Pentagon’s decision to designate Anthropic a supply-chain risk, which has made some businesses more hesitant to buy its technology. Anthropic is suing the U.S. government over the decision.此外，OpenAI在消费级市场的主导地位依旧稳固，另外，美国国防部将Anthropic列为供应链风险主体，不少企业对采用Anthropic技术持谨慎态度，这也为OpenAI带来了利好。目前Anthropic已就该裁定起诉美国政府。“We are very much acting as if it’s a code red,” Simo told staff in the all-hands. “I don’t think necessarily declaring codes for everything makes a ton of sense.”应用业务首席执行官西莫在全员大会上表示：“我们正按红色警戒级别应对当前形势，但没必要事事都启动紧急响应。”（注：code red 为企业/应急场景通用术语，“红色警戒”代指最高级别紧急状态、全员戒备）
