Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (The Information)

Alphabet is negotiating with major private equity firms (Blackstone, KKR, EQT) to provide their portfolio companies with access to Google's AI models, following similar strategic partnerships that OpenAI and Anthropic have established with PE firms. This signals a major competitive shift in enterprise AI distribution, where tech giants are now directly targeting portfolio companies as a distribution channel, potentially creating new revenue streams and market consolidation in the AI services sector. IT leaders should expect increased vendor complexity and new licensing models as AI capabilities become differentiated offerings bundled through PE relationships rather than traditional enterprise channels.