AI services and implementation
Firms that design, build and run AI for clients, from global consultancies to boutique agencies and engineers embedded at the client.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
now embed their own engineers at big clients
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileSells Claude and Claude Code to firms, and consultancies build client work on top of it.
Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)
Open profilethe largest integrator
Record $22.1B of bookings in one quarter (Mar 2026)
Open profileFrench consulting and engineering firm that builds AI and runs outsourced operations for clients.
2025 revenue €22.5B, up 1.7%
Open profileBig Four firm selling AI consulting, audit and tax work, plus its ZoraAI agentic product business.
Global revenue $74.5B for the year to May 2026, up 5.7% in dollars
Open profileAI strategy and delivery
Q2 2026 revenue about $17.2B, up about 1%
Open profileIndian IT services firm that builds and runs AI and digital systems for global clients.
FY26 (year to Mar 2026) constant-currency growth of 3.1%
Open profilesoftware plus engineers embedded at the client
Q2 2026 revenue $1.94B, up 93% year on year. Full-year guidance about $8.15B
Open profileStrategy consultancy with AI and deployment teams, named in the February 2026 OpenAI partnership.
Open profileStrategy consultancy with a large AI practice, named in a February 2026 OpenAI deployment partnership.
Open profileTata Consultancy Services, India's largest IT services firm, selling AI services across its client base.
Annualised AI revenue $1.8B in the Oct to Dec 2025 quarter, up 17.3% on the quarter before (constant currency)
Open profileUS-based IT services firm building AI and data work for large companies, mainly in financial services.
Open profileBig Four firm offering AI advisory, assurance and automation to large clients.
Open profileIndian IT services firm offering AI, engineering and managed services to global clients.
Open profileWhere the money flows
Companies pay project fees, retainers and managed-service contracts. Integrators buy model and cloud capacity.
Feb 2026 partnership with Accenture, McKinsey, BCG and Capgemini to put AI engineers inside client firms
techwyse.com
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business Fixed-price AI command centre builds plus monthly managed agent operations for small and mid-size firms
- Small business Outcome-priced automation for one profession, delivered as a service with software margins
- Startup money Buying traditional services firms and rebuilding them around AI
- Giants only A global integrator
Accenture says AI demand is rising but scale is limited, and agents may eventually shrink the billable hours services firms rely on.
Sources: businesswire.com, marketchameleon.com, benzinga.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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