OpenAI launches Deployment Company with $4 billion in committed capital to embed engineers inside enterprises, acquiring U.K. consulting firm Tomoro

OpenAI has launched the OpenAI Deployment Company, a majority-owned subsidiary backed by 19 firms including TPG, Goldman Sachs, SoftBank, Capgemini, and McKinsey & Company. The entity enters with more than $4 billion in initial investment and a $10 billion valuation. OpenAI has agreed to acquire Tomoro, a U.K.-based AI consulting firm, bringing roughly 150 engineers and deployment specialists; the acquisition is subject to regulatory approvals and expected to close in the coming months.

The model embeds forward deployed engineers (FDEs) directly inside client organizations to handle complex, high-stakes AI projects—working within legacy infrastructure, compliance constraints, and existing permissions rather than shipping software and leaving implementation to the client. Tomoro's engineers have deployed systems at Tesco, Virgin Atlantic, and Supercell, including an in-game support agent serving 110 million users built in 12 weeks.

Enterprise accounts for more than 40% of OpenAI's revenue, with the company reporting $25 billion in annualized revenue as of February, and enterprise on pace to reach parity with consumer revenue by end of 2026. OpenAI's API market share dropped from around 50% in 2023 to roughly 25% by mid-2025, as Anthropic and Google made inroads. OpenAI projects reaching $85 billion in revenue by 2030.

Anthropic unveiled a parallel $1.5 billion enterprise deployment venture backed by Blackstone, Hellman & Friedman, and Goldman Sachs, with the same premise of embedding engineers inside companies to redesign workflows around AI agents.