Anthropic正与黑石、高盛等华尔街机构敲定一项合资协议,旨在向私募股权支持的公司销售AI工具。各方预计共同投资约10.5亿美元,新公司将作为AI部署部门,不仅提供Claude访问权限,更帮助企业围绕大语言模型重构从客服、财务到编码、法务及内部研究的工作流程。此举目标锁定私募股权公司,因其拥有大量企业、成本控制严格且能快速推行变革。这标志着AI实验室的竞争已从模型质量,延伸至对“模型到业务流程”路径的控制权争夺。
WSJ: Anthropic is wrapping up a deal to set up a joint venture with Blackstone, Goldman Sachs, and other Wall Street firms, with the goal of selling AI tools to private-equity backed companies, according to people familiar with the matter.
Anthropic, Blackstone, and Hellman & Friedman are expected to put in about $ 300M each, while Goldman Sachs is expected to invest about $ 150M.
The new company would work like an AI deployment arm, meaning it would not just sell Claude access, but help companies rebuild workflows around LLMs, from customer support and finance to coding, legal review, and internal research.
Private-equity firms are the target because they own many companies, measure every cost tightly, and can force software changes faster than slow public companies.