Leadership

Executive leadership and organizational culture

16 analyses

Leadership7 min

Technology Consulting in Transformation: Stefanini, Thoughtworks, and Capgemini at the AI Crossroads

In 2026, major technology consultancies face an unprecedented dilemma: the AI they sell as a solution to their clients is compressing the demand for the services that have historically sustained their revenues. Stefanini, Thoughtworks, Capgemini and their Indian counterparts are recalibrating business models, leadership structures, and value propositions with an unusual speed for the sector.

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Leadership6 min

Alibaba, ByteDance and the New Race for AI Leadership in China: Cuts, Reorganisations and Future Bets

Alibaba cut its workforce by 34% in 2025, from around 245,000 to 162,000 employees, while CEO Eddie Wu announced a target of over $100 billion in annual AI and cloud revenue within five years. ByteDance leads in AI hardware, leaving Alibaba and Tencent on the defensive. Samsung and SK Hynix surpassed Alibaba and Tencent in market capitalisation for the first time in 2026.

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