Nvidia spokesman a few months ago about the demise of saas and shift to gaas (Agentic AI) Here it is in action and big four leading the charge.

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KPMG announced on May 19 the deployment of Claude across 276,000 employees in 138 countries via its Digital Gateway platform on Microsoft Azure.

OpenAI launched DeployCo — a $4B consulting subsidiary backed by TPG, Goldman Sachs, McKinsey, Bain and others — placing forward-deployed engineers directly inside client organisations.

Taken together, these moves signal the competitive battlefield has shifted from model benchmarks to enterprise deployment control.

• New today: Both announcements are now circulating widely as a paired story marking the opening of a new competitive phase.

• Why it matters: For banking sector analysis, this is the SaaS-to-GaaS transition going mainstream. Big Four firms are no longer just AI resellers — they’re becoming the primary integration layer between frontier models and regulated industries. Directly relevant to Bankwatch framing. • Sources: buildfastwithai.com