Recent earnings reports have shown that some of Europe’s biggest and most established technology groups are emerging as beneficiaries of the AI boom. Companies such as SAP, Capgemini, Sopra Steria, and OVHcloud have all reported stronger demand, faster growth, or upgraded outlooks as companies move from experimenting with artificial intelligence to deploying it across their operations.

Integration Challenges

Large organisations are unlikely to rely on a single AI provider, instead using different models for different tasks depending on performance, security, and regulatory requirements. The challenge lies not in choosing a model, but in making AI work with the software, data, and business processes companies already use.

As companies move from experimentation to application, spending on implementation, integration, and governance is becoming an increasingly important part of the AI value chain. SAP’s cloud backlog rose 26% at constant currencies to €22.9 billion as companies continued moving critical finance, procurement, supply-chain, and human-resources systems onto platforms that increasingly serve as the foundation for AI deployment.

Capgemini raised its annual growth target after bookings climbed 9.2%, while Sopra Steria upgraded its outlook after organic growth accelerated to 5.3%. The two Paris-listed companies are benefiting from the work that follows AI adoption: integrating models into workflows, managing data, and building governance systems.

Original reporting: Appleton, WI News Feed (HLL/CB) — read the source article.