OpenAI and Anthropic are moving beyond AI models into full-scale enterprise services, accelerating demand for open, customisable AI stacks while pressuring traditional Indian IT delivery models.
OpenAI and Anthropic are rapidly expanding beyond AI models and tools into full-scale enterprise AI services, a shift that could accelerate demand for open-source and customisable AI stacks while disrupting traditional IT outsourcing models.
Anthropic recently launched a $1.5 billion joint venture backed by Blackstone, Hellman & Friedman, and Goldman Sachs to deploy its Claude AI model directly inside enterprises. OpenAI followed with The Development Company, a $4 billion venture backed by TPG, Brookfield, Bain, and Advent, targeting the same market at larger scale.
Instead of simply selling AI software, both firms are embedding engineers inside corporations to build, integrate, and manage AI systems, workflows, and operational support. The move positions them as full-stack AI service providers and raises concerns around vendor lock-in, pricing control, and ecosystem dependence, potentially strengthening enterprise interest in open-source LLMs, self-hosted AI, and hybrid AI architectures.
Venkat Viswanathan said, “Large enterprises no longer want generic software dropped into their environment – they want solutions built around their specific data, their regulatory constraints, and their domain logic.”
The shift also threatens manpower-heavy IT delivery models used by firms such as Infosys and TCS. Mahendra Dhillon noted, “The second model costs the client less. It costs the vendor fewer people.”
Raghu Pareddy added, “This significantly compresses implementation timelines and begins to shift the value proposition from manpower-led delivery to outcome-led execution.”
