Accenture sells AI transformation to thousands of clients while quietly telling its own employees they get a fraction of what some were already spending. The internal memo reveals a tension at the heart of every major consulting firm racing to profit from AI.
Nvidia is the one selling the shovels during the gold rush. They’re not at risk of going bust.
It’s all the LLm companies leveraging themselves to the eye balls to buy Nvidia chips for their datacenters that are at risk.