Accelerating Claude Code adoption. Partnerships advancing with PwC, KPMG, Deloitte, BCG, and Accenture in the US, and Nomura Research Institute (NRI) and NEC in Japan

U.S. AI developer Anthropic is on track to achieve its first quarterly operating profit since its founding in the April–June 2026 quarter. The driving force is the rapid growth of its coding assistant AI "Claude Code," whose adoption is being accelerated by partnerships with consulting and system integration (SI) firms such as Accenture, BCG, Nomura Research Institute (NRI), and NEC. Meanwhile, Anthropic has teamed up with a consortium of Wall Street investment funds to launch a new company that takes on the consulting industry itself. This article carefully examines the scale, scope, and objectives of each partnership, and, anchored on the Silicon Valley venture capital (VC) investment thesis that "value will shift from the model layer to the service layer,"