Technology Software "Anthropic Surfaces Again in Services" McVeigh

研报英文原文证据摘录

Technology Software "Anthropic Surfaces Again in Services" McVeigh

Global Research

20 May 2026ab

Technology Software Equities

AmericasAnthropic Surfaces Again in Services

Software

Kevin McVeigh

KPMG and Anthropic implementing Claude across KPMG core Services Analyst

Our broader services coverage has had a fairly muted reaction following the announced kevin.mcveigh@ubs.com

global alliance between KPMG and Anthropic embedding Claude directly into KPMG’s +1-212-882 0081

core client delivery platform scaling access across its ~275k employees—the latest Bruna Werneck

instance of deep AI enterprise integration, starting with new tools for KPMG tax. We Associate Analyst

believe the stock reaction across the sector is consistent with bottoming investor bruna.werneck@ubs.com

sentiment even as enterprise AI foundational model providers such as Anthropic surface. +1-212-882 5955

As we monitor AI adoption, partnerships such as the latest KPMG alliance and recent Olivia Bradlee

Thomson Reuters partnership—expanding their presence within legal workflows— Associate Analyst

reinforce our view that emerging entrants NEED incumbent skills and service capabilities. olivia.bradlee@ubs.com

That said, we believe this adds value across the service chain as oppose to +1-212-713 1227

disintermediation and could fuel even further consolidation across the sector especially

given the significant difference in public + private valuations. We offer key points:

KPMG—one of the Big 4 professional services firms for audit, tax, legal, and

advisory—includes Claude deployment to KPMG's 276k workforce. KPMG is

also embedding Claude into Digital Gateway—KPMG's main platform for

client work—allowing KPMG professionals and their clients to build new AI

capabilities.