The AI ecosystem - how Meta Nvidia Pwc Deloitte Google fit ?
The Evolving AI Solutions Landscape The AI market is moving from a simple “technology vendor” model toward a multi-layered AI transformation ecosystem . Enterprises increasingly want business outcomes , not isolated AI tools. They therefore need a combination of foundation models, cloud infrastructure, data, applications, agents, implementation, governance, and workforce transformation. No single company can optimally provide the entire stack. This is creating an ecosystem in which hyperscalers, model companies, IT-services firms, consultants, startups, and domain specialists work together . A useful way to understand the market is as follows: I. THE AI VALUE CHAIN 1. AI Infrastructure & Compute What they provide GPUs and AI accelerators Cloud infrastructure AI data centres Model hosting and inference AI development infrastructure Global leaders NVIDIA AMD Microsoft Azure AWS Google Cloud This is the “electricity and infrastructure layer” of AI. India has relatively limited...