Capgemini SE

British tobacco giant Imperial Brands is reportedly preparing to cut thousands of jobs across key markets including the United States and Europe as part of cost reduction efforts. The first phase of the cuts will target human resources, finance, and procurement and supply chain functions at its subsidiary ITG Brands, which covers the US, the Dominican Republic, and Puerto Rico. The second phase will affect legal, marketing, and insights and intelligence teams at the same subsidiary. Affected employees will be notified in April, with the reductions set to begin mid-year. Some of ITG Brands' operations are expected to be outsourced to strategic partner Capgemini of France by the end of the year. A company spokesperson said in a statement that the changes being made will gradually impact the entire global market, but did not disclose the exact number of people affected. As of the end of 2025, Imperial Brands had approximately 25,800 employees worldwide.

Europe's largest established technology companies are emerging as unexpected beneficiaries of the AI boom, according to recent earnings. SAP, Capgemini, Sopra Steria, and OVHcloud have all reported stronger demand, faster growth, or upgraded outlooks as large organizations move from experimenting with artificial intelligence to deploying it across their operations. SAP's cloud backlog rose 26% at constant currencies to €22.9 billion, while Capgemini raised its annual growth target after bookings climbed 9.2% and Sopra Steria upgraded its outlook following organic growth acceleration to 5.3%. OVHcloud's public-cloud revenue rose 20.2% in its third quarter, providing early evidence that demand for European-controlled AI infrastructure is translating into commercial growth. The trend reflects the growing complexity of making AI work with existing software, data, and business processes, as well as rising demand for greater control over AI deployment in sectors such as defense, aerospace, and critical infrastructure.

Capgemini has upgraded its full-year 2026 constant currency revenue growth target to around 8.5% to 9%, up from a previous range of around 6.5% to 8.5%. The company reported first-half revenues of 12,082 million euros, an 8.8% increase year-on-year, with constant currency growth of 11.3%. Operating margin improved by 10 basis points to 12.5% of revenues, while organic free cash flow stood at 37 million euros. The upgraded outlook reflects strong momentum in North America, the UK, and Asia-Pacific, as well as a return to growth in France, driven by demand for AI-led transformation and the integration of WNS.

Capgemini has been recognized as a Market Shaper in the Gartner Emerging Market Quadrant for Physical AI Services – Established Vendors. The recognition highlights Capgemini's scale, growing autonomy depth, and integration across complex ecosystems. Gartner also named Capgemini the 'Company to Beat' for Physical AI Services, reflecting its simulation-first delivery model, ecosystem-led enterprise integration, and human-in-the-loop autonomy. Alexandre Embry, Head of Capgemini's AI Robotics & Experiences Lab, said the recognitions underscore the company's commitment to helping organizations move from experimentation to enterprise-scale deployment of physical AI. Capgemini reported 2025 global revenues of €22.5 billion.

Eight leading companies, including Capgemini, BPCE, Gecina, Malakoff Humanis and Macif, have adopted Wiztrust Blueprint GEO, a solution designed to actively manage their visibility in generative AI responses. The launch comes as Gartner expects PR budgets to double by 2027 with the rise of generative AI. The solution, developed with GetMint, measures the gap between how large language models portray a brand and how the brand wants to be seen, then adjusts PR strategy accordingly. Wiztrust's 2026 study of all 40 CAC 40 newsrooms shows its clients achieve a visibility score of 77.3 out of 100, 31% higher than the market average of 58.8, and 80% of Wiztrust newsrooms are cited as a source by AI. According to Muck Rack's May 2026 study, 84% of AI citations come from the media, underscoring that AI visibility is earned first through media coverage.

The global AI in fraud management market is projected to grow from $15.53 billion in 2025 to $18.48 billion in 2026, a compound annual growth rate of 19.1%, and is expected to nearly double to $37.27 billion by 2030. Growth is driven by advancements in machine learning, integration with payment solutions, and the surge in digital transactions, with JPMorgan Chase processing over $10 trillion daily across more than 200 countries. Generative AI innovations are enhancing real-time fraud defense, exemplified by DataVisor's launch of AI Co-Pilot in October 2023, which automates detection and reduces false positives. Strategic acquisitions are also shaping the landscape, such as Capgemini's purchase of Exiger's Financial Crime Compliance division in September 2023 to strengthen financial crime and risk management capabilities. North America leads the market, with significant contributions from Asia-Pacific and Western Europe, while tariff implications are fostering local innovation.

The global automation outsourcing market is projected to grow from $10.18 billion in 2025 to $41.09 billion by 2030, at a compound annual growth rate of 32.1%. The market is expected to reach $13.48 billion in 2026, driven by demand for operational efficiency, digital transformation, and AI-driven automation. Key players include Accenture, IBM, NTT DATA, Tata Consultancy Services, and Capgemini. North America led the market in 2025, while Asia-Pacific is forecast to be the fastest-growing region. The report covers segments such as robotic process automation, AI and machine learning, and workflow automation across industries including BFSI, telecom, and manufacturing.

Capgemini and the Tour de France have launched 'Inside My Race', a new digital experience that uses generative AI to deliver personalized, near real-time race insights and storytelling to fans. The platform transforms complex data into contextual narratives, allowing users to follow up to four favorite cyclists or national riders and understand their roles and performance through a 3D map comparison. It combines live race data, historical context, and editorial content to create evolving stories before, during, and after each stage. The solution will be available on all Tour de France platforms starting July 4, 2026, marking the first step in a multi-year partnership to enhance fan engagement. Capgemini, the Official Technology partner, developed the tool to make the race dynamics more accessible to both dedicated followers and newcomers.

French semiconductor company VSORA has strengthened its funding round with an investment led by Ardian, alongside existing shareholder Otium and XAnge. The round also includes NJJ Capital, Capgemini through its ISAI Cap Venture fund, data center operator CloudHQ, and German federal agency SPRIND, with continued support from the European Innovation Council Fund, Omnes Capital, and Critical Path. This interim funding will accelerate commercialization of VSORA's AI inference processor, Jotunn8, which is entering manufacturing after a successful tape-out in 2025. The company is preparing a larger financing round in 2027 to support international expansion.

The rapid expansion of AI-driven data centers is increasing electricity demand and making it significantly harder to predict, according to a new report from the Capgemini Research Institute. Nearly 80% of utilities expect more extreme and volatile demand patterns, while over three-quarters struggle to forecast future needs accurately. Around one in five data center power requests may never materialize, distorting forecasts and creating a capital allocation dilemma. At the same time, 60% of utilities expect AI to play a growing role in improving grid efficiency, but only 16% have implemented advanced AI-driven approaches. The report also finds that 68% of electricity executives anticipate shortages due to data-center demand outpacing supply, and more than half identify load concentration as a major obstacle to reliable service.