Capgemini expects artificial intelligence-related demand to fuel growth in 2026, following a surge in AI services during the final quarter of 2025. The French consulting giant reported that its AI offerings drove a significant increase in orders as businesses rapidly adopted generative AI tools and automation solutions.

This trend positions Capgemini to capitalize on the expanding global market for enterprise AI implementation, though competition from tech giants like Google and Microsoft remains intense. The company's forecast underscores its strategic pivot toward high-margin AI services rather than traditional IT consulting, signaling a potential shift in its revenue mix that could benefit investors seeking exposure to the AI boom.