Thursday, May 7, 2026

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Quiet day. We didn’t find news that meaningfully moves a consulting & enterprise-focused decision today.

Today’s thesis

The AI labs just rented their go-to-market from the consultants and the PE firms

In one week, Anthropic took $1.5B from Blackstone and Goldman, OpenAI closed a $10B deployment JV, EPAM committed 10,000 architects to Claude, and PwC took over OpenAI's finance pitch — the model companies have stopped pretending they can sell into the enterprise themselves.

Today’s 5 stories
  1. 01EPAM commits 10,000 Claude-certified architects to a multi-year Anthropic enterprise practice
  2. 02OpenAI hands its finance-agent pitch to PwC
  3. 03Anthropic stands up a $1.5B enterprise services JV with Blackstone, Hellman & Friedman, and Goldman Sachs
  4. 04OpenAI closes The Deployment Company at a $10B valuation with $4B from 19 investors
  5. 05NVIDIA and ServiceNow ship Project Arc, an autonomous desktop agent with governance baked in
Legal AI agents enter enterprise billing workflows at Wolters Kluwer · Consulting & Enterprise | Agentic Daily