OpenAI debuts Frontier platform for AI agents, sending software stocks lower

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OpenAI (OPAI.PVT) connected Thursday its unveiled its caller Frontier level for endeavor customers, the latest successful a bid of AI moves that person shaken the broader bundle manufacture successful caller days.

Frontier is designed to let customers to physique and deploy AI agents that tin enactment with a company's existing bundle alternatively than forcing them to wantonness the exertion they already use.

According to OpenAI, Frontier connects disparate information sources crossed assorted endeavor applications that businesses use, past allows them to instrumentality actions connected the accusation including moving with files, utilizing antithetic tools, oregon moving code.

OpenAI says HP (HPQ), Intuit (INTU), Oracle (ORCL), State Farm, Thermo Fisher (TMO), and Uber (UBER) are the archetypal companies to follow Frontier, portion BBVA (BBVA), Cisco (CSCO), and T-Mobile (TMUS) person piloted the platform.

The determination is portion of OpenAI's effort to grow its endeavor presence, giving it further gross streams to assistance concern its growth. The institution says much than 1 cardinal businesses are already utilizing its broader suite of bundle offerings.

OpenAI CEO Sam Altman speaks to media pursuing a Q&A astatine the OpenAI information halfway successful Abilene, Texas, U.S., September 23, 2025. REUTERS/Shelby Tauber/Pool/File Photo

OpenAI's quality comes amid a wide rout successful bundle stocks that has sent valuations plummeting connected fears that the caller harvest of AI-powered systems volition supplant accepted players successful the space.

It besides chopped abbreviated a little reprieve for immoderate of the astir impacted bundle stocks, which took different nosedive aft OpenAI's announcement deed the wires.

Salesforce (CRM) banal fell much than 3%, portion Thomson Reuters (TRI) was disconnected 4.6%. Intuit (INTU) and SAP (SAP) banal dropped backmost adjacent the level enactment aft starting the trading time successful the positive.

The bundle sell-off began aft OpenAI rival Anthropic (ANTH.PVT) introduced a bid of plugins for its caller Cowork level that let AI agents to execute tasks crossed a fig of fields, including marketing, legal, productivity, and sales.

The fearfulness among investors is that AI agents are evolving truthful accelerated that they'll soon let companies to physique their ain unsocial AI agents that tin execute the enactment of modular bundle tools.

Nvidia (NVDA) CEO Jensen Huang, however, dismissed the thought that bundle companies are astatine risk, saying during an artificial quality league hosted by Cisco that businesses don't privation to wholly reinvent the tools they use.