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Anthropic just partnered with Blackstone, Goldman Sachs, and Hellman & Friedman to launch a $1.5 billion AI services firm.
The sole job of this company: embed Claude directly into the operations of mid-sized businesses.
Not sell software. Not license an API. Send engineers in. Redesign how the business runs.
For every dollar companies spend on software, they spend six on services.
That's the market Anthropic is going after.
Annualized revenue went from $9B at end of 2025 to $30B by late March 2026.
An IPO is being discussed for October. Valuation: north of $900 billion.
OpenAI is building the exact same structure with TPG and Bain.
The AI race is about who owns the deployment layer.