Microsoft-backed (MSFT) OpenAI is facing growing scrutiny from investors as it pivots toward enterprise AI while defending its consumer lead with ChatGPT, the Financial Times reported late Monday.

The report said the company, recently valued at about $852 billion, is repositioning to compete more directly with Anthropic in higher-margin corporate tools.

It added that, however, some backers question the shift, citing concerns over strategic focus despite strong growth in its consumer business.

OpenAI leadership has defended its strategy, citing strong investor support following a recent $122 billion fundraising round led by firms including SoftBank, Amazon (AMZN), and Nvidia (NVDA), according to the Financial Times.

The company is increasingly prioritizing enterprise offerings such as coding tools, while scaling back some projects and reallocating computing resources, the report said, adding it expects business customers to account for about half of revenue by year-end, up from roughly 40% currently.

OpenAI did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)