Microsoft Just Put $2.5B and 6,000 People Into an AI Implementation Arm. That's Three of the Biggest Labs Now Competing With Their Own Consultants.
Microsoft committed $2.5B and roughly 6,000 employees to a dedicated AI deployment unit. Anthropic has its $1.5B services JV. OpenAI has its deployment company. The 'I'll be the GPT consultant' play now competes with the vendor at enterprise scale — here's what's left for the rest of us.