Key Highlights
- Anthropic has announced a joint venture worth approximately $1.5 billion with Blackstone, Goldman Sachs, Hellman & Friedman, and General Atlantic to distribute AI solutions to companies owned by private equity firms.
- Leading partners Anthropic, Blackstone, and Hellman & Friedman are each investing roughly $300 million, while Goldman Sachs is contributing approximately $150 million.
- The newly formed entity will integrate Claude AI technology into portfolio businesses spanning healthcare, logistics, financial services, and manufacturing sectors.
- Anthropic’s revenue run rate on an annualized basis jumped from approximately $9 billion at the close of 2025 to over $30 billion by the end of March 2026.
- This development coincides with Anthropic pursuing a funding round that could value the company above $900 billion and exploring a possible IPO as soon as October.
Anthropic announced on Monday the creation of a new enterprise-focused AI services company in collaboration with Blackstone (BX), Goldman Sachs (GS), Hellman & Friedman, and several other institutional investors, representing a total investment of approximately $1.5 billion.
This newly established entity operates as an independent company featuring dedicated Anthropic engineering teams and partnership capabilities integrated into its organizational structure. The venture’s primary objective is to integrate Claude AI into the operational workflows of mid-sized enterprises within the participating private equity firms’ investment portfolios.
Primary partners Anthropic, Blackstone, and Hellman & Friedman have each committed roughly $300 million to the initiative. Goldman Sachs joins as a founding investor with an investment of approximately $150 million. Additional backing comes from General Atlantic, Leonard Green, Apollo Global Management, GIC, and Sequoia Capital.
The strategic framework is purposeful. Private equity firms manage extensive portfolios of companies facing continuous pressure to optimize expenses and enhance operational efficiency — precisely the scenarios where AI implementation proposals gain traction.
Dedicated Applied AI engineers from Anthropic will work alongside the new firm’s personnel. Their responsibilities include pinpointing optimal use cases for Claude, developing tailored solutions, and providing ongoing client support, according to Anthropic’s official announcement.
Anthropic CFO Krishna Rao commented that enterprise appetite for Claude is “significantly outpacing any single delivery model,” noting that the new venture introduces “additional operating capability to the ecosystem.”
Blackstone COO Jon Gray stated the collaborators plan to establish “a scaled, world-class company” to implement Anthropic’s technology throughout portfolio companies and beyond.
Competing With OpenAI
This partnership places Anthropic in direct rivalry with OpenAI, which is developing a comparable initiative called DeployCo. That enterprise has secured support from TPG, Bain Capital, Advent International, Brookfield, and Goanna Capital. OpenAI has pledged $500 million to DeployCo, with provisions to contribute an additional $1 billion, while the five private equity supporters collectively invested approximately $4 billion. DeployCo is pursuing a $10 billion valuation.
Bloomberg reported separately on Monday that OpenAI is approaching completion of a deal for its own parallel venture, indicating that the competition for private equity-backed AI deployments is intensifying rapidly.
Anthropic has established a more robust presence in the enterprise market to date, although The Wall Street Journal observed that OpenAI is actively working to narrow that advantage.
Anthropic’s Revenue Surge
Anthropic’s annualized revenue run rate escalated from approximately $9 billion at the conclusion of 2025 to exceed $30 billion by late March 2026. The company attributes a substantial portion of this expansion to AI-powered coding solutions, particularly Claude Code.
The joint venture disclosure comes at a critical juncture for the organization. Anthropic is evaluating investor proposals for a new funding round that would establish its valuation above $900 billion — positioning it as the world’s most valuable AI startup, exceeding OpenAI’s most recent valuation of $852 billion.
The anticipated funding round is projected to range between $40 billion and $50 billion. A board meeting scheduled for May will likely decide whether Anthropic proceeds with the round and under what conditions.
Bloomberg has also reported that Anthropic is considering a public market debut that could materialize as early as October.
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