Anthropic Got $1.5B. OpenAI Got $4B. McKinsey Got Bypassed.
On May 4, 2026, Anthropic and OpenAI both announced private-equity-backed enterprise AI services firms within hours of each other. The two deals together bind $5.5 billion of fresh capital to the captive customer bases of Blackstone, Goldman, TPG, Brookfield, and Bain Capital. The target is the consulting industry, where every dollar of software is matched by six dollars of services.