Global AI Ecosystem · June 2026 Strategy Update, by Mantu
Interactive map of how the world's major professional-services firms invest in, partner with and acquire AI companies. $190B+ tracked across 224 relationships. Full dataset: llms-full.txt.
The nine tracked firms
- Accenture · AI investment $6B+. Most connected firm: 6,000+ AI projects, largest M&A portfolio. 2026: 'running on AI' + xOT cybersecurity platform (Dragos/runZero/NetRise).
- Deloitte · AI investment $3B+. Largest Anthropic deployment globally (470K users) | IDC AI Leader 4x | Deloitte US study: only 12% redesigned their operating model, 48% just bolt AI onto old process.
- KPMG · AI investment $2.1B. $2.1B in declared AI alliances. 2026: 'Digital Gateway Powered by Claude' rolled to 276K staff; named Anthropic's preferred Private Equity consultant.
- PwC · AI investment $1B. First OpenAI reseller | Largest ChatGPT Enterprise deployment
- EY · AI investment $2.7B. Proprietary LLM (EYQ). 2026: $1B EY–Microsoft 'Frontier' initiative; EY.ai Workforce (with IBM watsonx) runs autonomous digital workers for European HR.
- BCG · AI investment $500M. BCG X unit with ~3K engineers | Dual Anthropic + OpenAI bet. 2026: $500M AI-for-social-impact pledge (education, health, poverty) with Anthropic Claude credits.
- McKinsey & Company. Lilli: 70% adoption, 500K queries/mo. 2026: cutting ~10% of global staff as GenAI absorbs junior research & synthesis; the 'knowledge-work compression' bellwether.
- Bain & Company. 19K+ custom GPTs | OpenAI global alliance partner
- Capgemini. OpenAI Frontier Alliance | Premier partner: AWS, Google Cloud, Microsoft | 340K staff
AI labs on the map
- Anthropic: valuation $965B, funding $65B (Series H)
- OpenAI: valuation $852B, funding $122B raised
- Cohere: valuation ~$20B (combined), funding ~$1.2B (Series D–E)
- Mistral AI: valuation $20B, funding $3.5B + €2B + $830M debt
- Hugging Face
- DeepSeek
- Alibaba Qwen
- Moonshot AI
- Zhipu AI
- Aleph Alpha
Curated by Mantu · Audacious ideas, Delivered beyond. Curator: Tony Walteur. Talk to Mantu's AI transformation practice.