Anthropic teams with Goldman, Blackstone and others on $1.5 billion AI venture targeting PE-owned firms
Anthropic is partnering with Blackstone, Hellman & Friedman and Goldman Sachs to deploy Claude across their portfolio companies and beyond.
The venture is also backed by a wider group of asset managers including Apollo Global Management and General Atlantic.
The latest firm will embed engineers inside mid-sized companies to redesign workflows around agents, targeting a key talent bottleneck in AI.
Anthropic remarked Monday it is partnering with private equity giants Goldman Sachs and Blackstone to launch a $1.5 billion firm aimed at speeding the adoption of artificial intelligence across hundreds of companies.
The recent entity, formed alongside the San Francisco-based PE firm Hellman & Friedman and backed by a group of asset managers including Apollo and General Atlantic, will deploy Anthropic’s Claude AI model directly inside businesses, starting with companies owned by the investment firms.
Executives say the effort is designed to tackle a growing bottleneck in the AI boom: The scarcity of experts capable of implementing the software inside real-world operations.
“There’s a significant shortage of the public who know how to apply these tools into businesses and then transform them,” Marc Nachmann, Goldman’s global head of asset and wealth management, told CNBC in an interview.
The move marks Anthropic’s latest effort to deepen its lead in the enterprise AI marketplace as competition intensifies with rivals including OpenAI. By pairing the latest Claude models with a built-in network of investor-owned companies, Anthropic is positioning itself to gain an edge in middle-market adoption of the digital systems.
It’s a key battleground as both Anthropic and OpenAI prepare for massive IPOs as early as this year.
Rather than acting as a traditional consulting firm, the venture — which hasn’t yet been named — will embed engineers inside companies to redesign workflows and integrate AI into core processes, Nachmann noted.
“Having the model alone doesn’t change your workflows or how you operate,” he stated. “You need humans who can combine the innovation with what’s actually happening in the business and implement those changes.”
The Wall Street Journal earlier reported the $1.5 billion commitment of the firms involved.
Goldman and its partners expect to employ their own portfolio companies as an initial proving ground for the latest platform before targeting other mid-sized companies, especially in the PE-owned universe of healthcare, manufacturing, financial services, retail and real estate sectors. Furthermore, experts in portfolio note the continued relevance.
“We think there’s a lot of value that this latest entity can bring to companies to help transform them,” Nachmann commented. “Obviously, we’re going to employ it a lot at our portfolio companies.” This also touches on aspects of wall street.