OpenAI was established to disrupt the consulting industry, but UBS Group AG is backing Accenture Plc Class A (ACN.US): competitors still need to rely on traditional resources.

On Monday, OpenAI announced the establishment of a new entity called "OpenAI Deployment Company". In response to this news, the stock prices of several US stock advisory companies simultaneously dropped. Despite this, analysts at UBS Group AG continue to maintain a positive attitude towards Accenture Plc Class A (ACN.US). In terms of individual stocks, Cognizant Technology Solutions Corporation Class A (CTSH.US) dropped by about 5%, Infosys (INFY.US) fell by nearly 4%, and Accenture Plc Class A's decline approached 3%. The analyst team led by Kevin McVeigh at UBS Group AG stated, "We acknowledge the market's concerns about changes in the industry landscape, but recent merger dynamics indicate that newcomers still need to rely on the professional expertise and implementation capabilities of established companies to complete projects." UBS Group AG maintains a "buy" rating for Accenture Plc Class A with a target price of $320. With the establishment of this new company, OpenAI will acquire Tomoro, an artificial intelligence (AI) application consulting and engineering company. This acquisition will bring in about 150 experienced deployment engineers and specialists for OpenAI. In addition, Bruker Corporation Field Asset Management (BAM.US) plans to invest $500 million in the OpenAI Deployment Company. The platform was jointly established by OpenAI and 19 institutional investors. Analysts pointed out that OpenAI will only add about 150 technical staff through the acquisition of Tomoro, while Accenture Plc Class A has over 700,000 global employees, with 300,000 to 400,000 engineers and project delivery personnel. There is a vast difference in scale between the two. The McVeigh team believes, "Even with strong capital support and a clear strategic layout, OpenAI still does not have the independent delivery capabilities, global business layout, and mature operating system required to undertake large, complex, multi-year AI projects." They added that OpenAI's deployment ambitions will expand the overall potential market size for AI services at a rate faster than its own ability to deliver, leaving room for traditional systems integrators with scalable capabilities and enterprise execution power to take on incremental AI-driven integration and transformation projects. Furthermore, analysts believe that as demand exceeds OpenAI's internal deployment capacity, Accenture Plc Class A is poised to grow alongside OpenAI. Accenture Plc Class A is a preferred partner among its top ten global partners, regardless of geographical coverage, traditional infrastructure, or regulatory environment. The McVeigh team stated, "Accenture Plc Class A has over 85,000 AI and data professionals as partners - of which, 30,000 have undergone specialized training in the Claude model. Additionally, its pre-bookings with emerging AI and data partners such as Anthropic, Databricks, Mistral AI, NVIDIA Corporation (NVDA.US), OpenAI, and Palantir (PLTR.US) are expected to more than double."