AI Value Shifts to Application Layer, Traditional European Tech Giants Quietly Benefit

TechFlow news, August 5, according to foreign media reports, the AI wave was originally believed to primarily benefit emerging enterprises developing large models, but recent financial reports show that some large-scale, long-established tech companies in Europe are gradually becoming beneficiaries of AI development.

European software giant SAP, one of Europe's largest IT consulting companies Capgemini, European industry digitalization expert Sopra Steria, and one of Europe's largest cloud service providers OVHcloud all reported that as enterprises shift from the artificial intelligence trial phase to large-scale deployment, demand for related services is increasing, business growth is accelerating, driving upward revisions to future performance expectations.

Enterprises are gradually discovering that integrating AI into complex organizations and generating productivity is far more difficult than obtaining AI technology itself. Large enterprises are unlikely to rely on a single AI supplier in the future, but will adopt multiple AI models based on performance, security, and regulatory requirements for different tasks. Nowadays, the real challenge lies not in choosing which model, but in how to integrate AI with existing enterprise software systems, data architectures, and business processes. UBS recently pointed out in a report: "AI applications will become the main battlefield of competition, and most value will be created in this field." This aligns perfectly with the advantages of traditional European software, consulting, and infrastructure enterprises. These companies had long been helping large enterprises integrate complex technical systems long before generative AI appeared. (Jin Shi)