GenAI Daily - February 8, 2026: OpenAI's Enterprise AI Platform, Anthropic's Agent Teams, Software Market Selloff
Top Story
OpenAI announced its new enterprise platform called Frontier on Thursday, designed to help companies build, deploy and manage AI agents across their organizations.
The platform acts as an intelligence layer that connects disparate systems and data within enterprises, supporting both OpenAI-built agents and third-party tools.
CFO Sarah Friar has said enterprise customers account for roughly 40% of OpenAI's business, with the company targeting 50% by year-end.
Initial users include Uber, State Farm, Intuit and Thermo Fisher Scientific, with broader availability coming over the next several months.
OpenAI is also deploying Forward Deployed Engineers (FDEs) to work alongside enterprise teams, sharing deployment expertise and providing direct connection to OpenAI Research.
Why it matters: OpenAI is making a serious enterprise play with infrastructure and services to move beyond consumer ChatGPT, targeting the $11.6 billion enterprise AI market as agents become production-ready.
Key Developments
Anthropic Ships Claude Opus 4.6 with Agent Teams
Anthropic released Claude Opus 4.6 featuring a 1 million token context window and "agent teams" - multiple AI agents working simultaneously on different aspects of coding projects while coordinating autonomously.
The model plans more carefully and sustains longer autonomous workflows, with the agent teams feature letting users split work across multiple specialists that coordinate directly with each other.
On benchmarks, Opus 4.6 leads on Terminal-Bench 2.0 (real-world agentic coding), Humanity's Last Exam (multidisciplinary reasoning), and BrowseComp (locating hard-to-find information online).
Pricing remains unchanged at $5 per million input tokens and $25 per million output tokens.
Impact: First production deployment of coordinated multi-agent systems could fundamentally change how complex software projects are tackled by distributed AI teams.
Software Stocks Plummet on AI Disruption Fears
Shares of enterprise software companies worldwide plummeted this week after Anthropic unveiled Claude Cowork plugins for legal, finance and data marketing sectors, triggering investor panic about AI replacing traditional SaaS tools.
Thomson Reuters and LegalZoom each fell more than 15% on Tuesday, with double-digit drops hitting RELX (LexisNexis parent) and FactSet.
The WisdomTree Cloud Computing Fund has dropped about 20% in 2026, including a 6.5% drop this week, with HubSpot down 39%, Figma down 40%, Atlassian down 35%, and Shopify down 29%.
Salesforce and ServiceNow have both lost about a quarter of their value this year.
Impact: Market is pricing in fundamental disruption to traditional enterprise software business models as AI agents target specific industry workflows.
Big Tech Commits Record $650 Billion to AI Infrastructure
Four of the biggest US technology companies together have forecast capital expenditures reaching about $650 billion in 2026 - a massive tide of cash earmarked for new data centers and computing infrastructure.
Tech companies like OpenAI, Google, Amazon, Microsoft, and Meta are pouring hundreds of billions into hyperscale AI data centers, with governments spending big too.
The largest data centers being built can devour more than a gigawatt of electricity - enough to power entire cities, with over half coming from fossil fuels while renewables meet just over a quarter of demand.
Impact: Unprecedented infrastructure investment signals enterprise AI moving from experimental to mission-critical, but creates massive energy and grid challenges.
Funding & Deals
- Fundamental - $255M Series A:
AI lab emerged from stealth with $255 million in funding at a $1.2 billion valuation, led by Oak HC/FT, Valor Equity Partners, Battery Ventures, and Salesforce Ventures.
CEO Jeremy Fraenkel says their Nexus model is the first foundation model built specifically for structured data like tables, addressing a key LLM limitation.
(source)
- ElevenLabs - $500M Series:
Voice AI company raised $500 million led by Sequoia Capital at an $11 billion valuation, more than three times its January 2025 valuation.
The company closed 2025 at $330 million ARR, taking just five months to reach $200-300 million ARR.
(source)
- Cerebras - $1B Round:
AI chipmaker raised $1 billion at a $23 billion valuation led by Tiger Global, with Benchmark Capital investing at least $225 million through special infrastructure funds.
Cerebras signed a multi-year agreement worth over $10 billion to provide 750 megawatts of computing power to OpenAI through 2028.
(source)
Product Launches
- OpenAI Frontier:
Enterprise platform for building, deploying and managing AI agents with shared context, onboarding, hands-on learning, and permissions by connecting siloed data warehouses, CRM systems, and internal applications.
(source)
- Claude Opus 4.6:
New AI model with improved coding capabilities, 1M token context window (beta), and Agent Teams feature for parallel processing of complex tasks with doubled maximum output length.
(source)
Tomorrow's Watch List
- Super Bowl AI advertisements from OpenAI and Anthropic
- Further enterprise reaction to agent platform announcements
- Continued software stock volatility as markets assess AI disruption impact
Related reading: Check out this week's [Deep Insights analysis] for strategic context on these developments.
