diginomica

"Where is the value creation?" - Capgemini CEO Aiman Ezzat on overblown CEO expectations, signs of AI maturity, and putting Palantir's presumption back in its place

There is a gap between a CEO's expectation and what his team is able to deliver today.

Capgemini (ENXTPA:CAP) Valuation Check After New Sovereign Cloud And AI Recognition

Capgemini (ENXTPA:CAP) has drawn fresh attention after extending its work in sovereign cloud and AI, including making its services available on the AWS European Sovereign Cloud, as investors weigh ...
Morningstar

Capgemini: Raising Our Fair Value Estimate To EUR 210 on Moat Upgrade To Narrow; Shares Undervalued

After taking a fresh look at Capgemini, we are raising our fair value estimate to EUR 210 from EUR 190 and upgrading the company's moat to narrow from none. Our fair value estimate increase is mainly ...
EuropaWire

Capgemini and OpenAI Partner to Accelerate Enterprise Adoption of AI Coworkers and Scalable Transformation

Capgemini and OpenAI have formed a strategic partnership to help enterprises scale artificial intelligence adoption using OpenAI’s Frontier platform, which enables the deployment of AI coworkers ...