Capgemini Sees AI as Key to Business Transformation: Bernstein Analysts

Capgemini should shift its business model to a software-driven one built around artificial intelligence, according to Bernstein's Richard Nguyen and Derric Marcon. They believe AI is reshaping the corporate technology ecosystem, offering services providers the opportunity to reposition themselves at a higher level in the value chain and build strategic advantages. This could lead to a different payment model, and the company's shares are up 4.9% at 107.85 euros.