Companiile tech europene deja consacrate profită de boom-ul AI

The surge in AI investments is benefiting major European tech companies, not just startups. Firms like SAP and Capgemini report increased demand for AI integration services. The challenge lies in effectively incorporating AI into existing IT infrastructures. A UBS report highlights that the economic value will come from AI applications rather than the AI models themselves. As companies scale AI usage, spending on integration and governance rises, with over 70% of investors questioning firms' capabilities. This trend favors integration and consulting firms, as seen in the financial results of companies like SAP and Airbus, which are adapting AI for critical sectors.