Weekly consulting-house monitoring
Every Monday: consolidated consensus signals from McKinsey, BCG, Bain, Deloitte, PwC, EY, KPMG, Accenture, Capgemini, IBM, Gartner, IDC, Forrester.
At a glance
Strongest current signals
The phase of uncritical AI rollout is over. Token costs, value realization and governance overhead become a measurable bottleneck — only 23% report broad business value.
Full analysis in PDFThe limiting factor of AI scaling is not compute but physical energy infrastructure: grid connection times of over eight years, nuclear PPAs and the shift to 800 V DC.
Full analysis in PDFPricing
How it works
Pick the calendar week you want from the catalog.
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After payment you receive a link valid for 48 hours (3 downloads).
Consensus signals, sources and ticker watchlist, compactly prepared.