内容来源：https://aibusiness.com/generative-ai/openai-launches-ai-consulting-company-anthropic

内容总结：

OpenAI成立咨询子公司DeployCo，加速企业AI落地

为抢占企业级AI应用市场并实现盈利，OpenAI于周一正式成立OpenAI部署公司（OpenAI Deployment Co.，简称DeployCo），这是一家专注于帮助企业构建和部署AI系统的新咨询机构。与此同时，OpenAI还宣布收购应用AI咨询与工程公司Tomoro，后者约150名工程师将加入DeployCo，进驻企业现场，负责设计、测试和部署可投入生产的AI系统。

此举紧随其主要竞争对手Anthropic与多家华尔街金融机构合作组建公司的步伐，旨在切入由埃森哲、德勤等巨头主导的高利润咨询业务。分析人士指出，这反映了AI初创公司正试图模仿大数据与AI公司Palantir的“前置部署工程师”模式，绕过传统咨询公司，直接为企业提供从基础设施到部署的端到端服务。

据悉，DeployCo是OpenAI的控股子公司，初始投资超过40亿美元，将用于扩大运营和收购。OpenAI将与TPG、Advent、贝恩资本、布鲁克菲尔德等19家投资及咨询公司合作，通过派驻AI部署领域的专业工程师进入企业，协助其解决AI技术落地难的问题。

市场研究机构Omdia分析师Lian Jye Su表示：“AI公司正在审视自身，并决定某种程度上成为‘Palantir式’的企业。”Gartner分析师Arun Chandrasekaran则指出，许多企业在AI试点中未能看到明确价值，核心原因在于缺乏内部专业知识，而OpenAI和Anthropic正抓住这一机遇，提供部署服务以变现真正的收入机会。

然而，咨询业务的特殊性也给OpenAI带来挑战。Futurum Group分析师David Nicholson提醒，企业往往需要将不同供应商的多种技术进行集成，这通常需要中立的第三方来完成，而非单一供应商。此外，OpenAI需要明确定义自身与合作伙伴的服务范围，避免利益冲突，并审慎考虑其在客户现场派驻工程师的定价与时长问题。

中文翻译：

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这一分支业务使供应商能够应对企业在部署AI技术时面临的挑战。
为持续拓展企业客户并实现盈利，OpenAI于周一成立了OpenAI部署公司——一家帮助企业构建和部署AI系统的全新咨询公司。
此外，这家生成式AI供应商还宣布将收购应用AI咨询与工程公司Tomoro。

此举紧随其竞争对手Anthropic本月初与多家华尔街金融服务公司联合成立企业、共同向企业销售和安装AI工具的步伐，反映出AI初创公司正企图切入由埃森哲、德勤等巨头主导的高利润咨询业务。这些供应商也在模仿大数据、分析与AI供应商Palantir的做法——通过向客户公司派驻所谓的“前置部署工程师”以绕过传统咨询公司。

Omdia（Informa TechTarget旗下部门）分析师Lian Jye Su表示：“我们看到AI公司正在审视自身，然后决定——某种程度上，它们只想成为Palantir。这本质上是一种整合端到端基础设施、直达部署阶段的商业模式。”
与Anthropic仅作为少数合作伙伴的结构不同，此次成立的DeployCo是OpenAI控股并控制的子公司。该部门启动时获得逾40亿美元初始投资，OpenAI称将用于扩大运营规模及收购企业。供应商表示，DeployCo将向企业派驻专精于AI部署的嵌入式工程师。通过这一新合作，OpenAI还与TPG、安宏资本、贝恩资本、Brookfield等19家投资及咨询公司达成合作。

与此同时，OpenAI宣布，通过收购Tomoro，该公司150名工程师将加入DeployCo。他们将在企业现场工作，设计、测试并部署能创造最大价值的可投产AI系统。

Gartner分析师Arun Chandrasekaran指出，对部署环节的新关注表明，像Anthropic和OpenAI这样的AI实验室已认识到，企业在安装和有效使用AI技术方面仍面临困难。
Chandrasekaran表示：“企业内部正在开展大量试点项目，但许多客户并未看到明确价值，部分原因主要在于缺乏内部专业知识。”
对于OpenAI和Anthropic而言，通过自身部署服务提供专业知识是一个机遇。

Futurum Group分析师David Nicholson评价道：“它们意识到，真正的收入机会存在于关键实践环节。”他补充称，机会不仅来自开发和销售新产品，更来自“那些真正帮助企业将精妙工具转化为商业价值的人”。
他表示，由于OpenAI缺乏足够人手来帮助将模型转化为商业价值，其与TPG、贝恩资本等投资及咨询公司的合作，以及对Tomoro的收购，将助推新业务发展。

但Nicholson指出，OpenAI在咨询领域可能遇到障碍，因为该业务具有供应商特异性。
“企业正在考虑如何将OpenAI提供的技术与其现有体系相整合，”他说，“最擅长整合十家不同供应商十种不同技术的人，并非这些供应商中的任何一家，而是专精于集成与部署的第三方。”

Chandrasekaran表示，供应商还需解决与提供类似服务的合作伙伴之间可能出现的冲突。
“OpenAI需要明确界定自身职责范围与合作方的职责分野，”他说。
Chandrasekaran补充称，OpenAI还需考虑定价策略及其前置部署工程师在客户环境中的驻留时长。

英文来源：

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The offshoot enables the vendor to address the challenges enterprises face when deploying AI technology.
In its continued effort to target enterprise customers and become profitable, OpenAI on Monday launched the OpenAI Deployment Co., a new consulting firm to help organizations build and deploy AI systems.
Separately, the generative AI vendor said it will acquire Tomoro, an applied AI consulting and engineering firm.
The move, which follows archrival Anthropic’s formation earlier this month of a company with several Wall Street financial services firms to sell and install AI tools to businesses, reflects the AI startups’ ambition to cut into the lucrative consulting business dominated by big firms like Accenture and Deloitte. The vendors are also mimicking the approach of Palantir, the big data, analytics and AI vendor, which uses what are known as “forward-deployed engineers” at client companies, to circumvent traditional consulting firms.
“We are looking at AI companies now looking themselves in the mirror and then deciding that they just want to be Palantir in a way,” said Lian Jye Su, an analyst at Omdia, a division of Informa TechTarget. “It's essentially having that integrated end-to-end sort of infrastructure all the way to a deployment-type business model.”
DeployCo, as it is known for short, is a majority-owned and controlled subsidiary of OpenAI, unlike the Anthropic setup in which the vendor is a minority partner. The unit launched with more than $4 billion in initial investment, which OpenAI said it will use to scale operations and acquire firms. DeployCo will use embedded engineers specialized in AI deployment into organizations, the vendor said. With the new partnership, OpenAI is also partnering with 19 investment and consulting firms, including TPG, Advent, Bain Capital, and Brookfield.
Meanwhile, OpenAI said that, with its acquisition of Tomoro, 150 engineers from that company will join DeployCo. They will work on-site at enterprises to design, test and deploy production-ready AI systems that deliver the greatest value.
The new focus on deployment shows that AI labs like Anthropic and OpenAI are recognizing that enterprises still struggle to install and effectively use AI technology, said Arun Chandrasekaran, an analyst at Gartner.
“There's a lot of piloting that's happening within the enterprise, but a lot of customers are not seeing clear value, and some of that is primarily because they don't have the internal expertise," Chandrasekaran said.
For OpenAI and Anthropic, providing expertise with their own deployment services is an opportunity.
“They recognize that the real revenue opportunity exists where the rubber meets the road,” said David Nicholson, an analyst at Futurum Group. He added that the opportunity comes not only with developing and selling new but also “the people who will actually help enterprises take these fancy toys and turn them into business value.”
He said that because OpenAI does not have all the people needed to help translate its models into business value, its partnership with investment and consulting firms like TPG and Bain Capital, as well as its acquisition of Tomoro, will help it in its new venture.
However, OpenAI could meet obstacles in consulting because the business is vendor-specific, Nicholson said.
“Enterprises are looking at integrating whatever open AI offers with everything else that the enterprise is already doing,” he said. “The people who have the most experience with integrating ten different things from ten different vendors are not one or another of those vendors. It is going to be a third party that specializes in integrating and deploying everything.”
The vendor will also need to address conflicts that arise with partners offering similar services, Chandrasekaran said.
“OpenAI needs to have clear swim lanes in terms of what they will do, vis-à-vis what the partners will do,” he said.
Another consideration for OpenAI is pricing and the duration it plans to keep its forward-deployed engineers inside in the customer environment, Chandrasekaran added.