As a technology service provider specializing in IT service management, cybersecurity, and AI solutions integration, Sinokap continuously monitors global AI trends and quickly transforms them into actionable, enterprise-level practices and insights. In this edition, we focus on OpenAI’s upcoming AI Agent Browser, analyzing its strategic intent and the potential impact it may have on the browser ecosystem, while outlining key opportunities and challenges for you.

According to an exclusive report from Reuters, citing three informed sources, OpenAI plans to release an AI-powered web browser within the next few weeks. This product is being seen as the “next big move after ChatGPT,” with its sights set on Google Chrome, which has over two-thirds of the global market share and 3 billion users. If OpenAI’s 500 million weekly active users of ChatGPT transition to using this browser, Google’s business model, which relies on Chrome for data collection and ad targeting, will face direct competition.

Core Selling Points: Turning "Chat" into a Browsing Gateway

A futuristic browser window where a friendly AI agent

1. Native Chat Interface

Some web interactions will take place within a ChatGPT-like interface, allowing users to obtain information or perform tasks without having to switch pages.

2. AI Agent Task Execution

The browser will deeply integrate OpenAI's Operator and DeepResearch capabilities, automatically completing tasks such as making restaurant reservations or filling out forms. This will truly upgrade "reading the web" to "doing tasks."

3. Based on Chromium

Two sources revealed that the new browser will use Google’s open-source Chromium engine, meaning it will be compatible with existing extensions while rethinking the user interface and functionality through AI.

Strategic Significance: Why Build Instead of a Plugin?

In short, OpenAI is building its own AI browser, rather than continuing with a ChatGPT plugin, because of “data sovereignty + experience closure.” Only by controlling the native data at the browser level can they continue to improve their agent models. By embedding “chat + action” deeply into the browser, users can complete tasks like ordering food or filling out forms with a single command, truly upgrading “browsing the web” to “getting things done.”

However, the road ahead is not easy—OpenAI must navigate two major barriers: a dominant giant like Google Chrome and a batch of emerging AI-driven browsers.

Browser Market Share Worldwide
Competitive LevelKey Moats / Selling PointsChallenges for OpenAI
Incumbent Giant (Google Chrome)

• Chrome generates about ¾ of its ad revenue from user data and search traffic

• High ecological lock-in with accounts, bookmarks, and extensions

• The challenge of migrating hundreds of millions of users while maintaining functionality

• Regulatory opportunities, but challenges to counter anti-trust developments

   
AI Upstarts (Perplexity Comet, Arc/Dia, Brave AI)• Targeting early innovators, quickly delivering AI summaries, side-panel helpers, and local privacy features• To win in “user experience” and “speed,” must beat competitors while avoiding early adopter churn

The OpenAI browser represents both an “entry rush” and a “data moat” strategy. To break into Chrome’s market gap, OpenAI needs to solve issues related to ecosystem migration and privacy compliance. Moreover, it must outperform AI competitors like Perplexity and Arc in terms of functionality depth and product pacing. The real key to success will be whether OpenAI can convince users that it’s not just about “viewing the web,” but about “making the web work for them.”

AI Agent + Browser = A New Trend?

Search engine with AI to improve and optimize data search. AI-enabled search engine and chat bar.

If ChatGPT made “search” conversational, the AI Agent Browser is set to make “browsing” a matter of a simple command—from retrieving information to directly completing tasks. For OpenAI, which aims to reshape the internet’s entry point, this presents an opportunity to reach the next billion users and a chance to directly compete with Google. In the coming weeks, the true form of the new browser, feedback from its tests, and the partner ecosystem will determine whether this “new browser war” can actually rewrite the industry landscape.

If you wish to stay ahead of the curve with the latest features of ChatGPT and other advanced models, or explore how AI can empower your company’s IT operations, customer support, and internal processes, Sinokap offers one-stop ChatGPT corporate training, application implementation consulting, and security compliance guidance.
Feel free to email us at consulting@sinokap.com and get in touch with our consulting team to begin your efficient, secure, and sustainable AI journey!

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