Europe's incumbent tech firms emerge as unexpected AI beneficiaries

1. 1Recent results show Europe's SAP, Capgemini, Sopra Steria, and OVHcloud emerging as AI beneficiaries
2. 2SAP's cloud order backlog rose 26% at constant currencies to €22.9 billion
3. 3As enterprises shift from experimentation to implementation, integration and governance become central, lifting demand for Europe-controlled infrastructure as well

Source Reuters · View original ↗

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