Cognizant, Deloitte, KPMG, Accenture, and TCS all signed Claude partnerships this year.
That's over a million employees getting access to the same AI model.
But dug a little deeper to find a different story underneath...
Cognizant gave Claude to 350,000 employees (basically their entire company). Stock is down 36% this year.
Accenture gave it to 30,000 (3.8% of their workforce). They booked $2.2 billion in AI work last quarter. Nearly doubled YoY.
TCS gave it to 50,000 (8.3% of their workforce). Their AI services line is at $1.8B annualized, growing 17.3% QoQ.
The two firms with the smallest rollouts have the biggest AI revenue. The firm that gave access to everyone hasn't disclosed comparable numbers.
I think this tells you something about how AI actually gets adopted inside large companies. Turning it on for everyone is easy. Figuring out where it creates revenue and deploying there first is hard.
Accenture and TCS picked specific functions: engineering, finance, legal, sales. My guess is they adopted it better.
This is the AWS pattern again. When cloud arrived, the companies that won weren't the ones that migrated everything overnight. They were the ones that figured out which workloads to move first.
Anthropic is still the platform underneath all of them. Every firm competes with each other. Anthropic collects from all of them.
But honestly, I think the real question for anyone evaluating these firms isn't whether they use AI. It's whether they know where to point it.
That's the hard part. Always has been with technology.
🚨#BREAKING: The Pentagon has identified the fifth and sixth U.S. service members who passed away in an Iranian drone strike on a U.S. command center in Port Shuaiba, Kuwait part of the ongoing war with Iran.
5. Maj. Jeffrey R. O’Brien, 45, of Indianola, Iowa
6. Chief Warrant Officer 3 Robert M. Marzan, 54, of Sacramento, California
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