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Capgemini Bets Big on Agentic AI for 2028 Growth Strategy

Wall Street Journal US Business •
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Capgemini unveiled its strategic roadmap extending through 2028, positioning artificial intelligence as the cornerstone of future expansion. The French technology consulting firm is targeting ambitious growth metrics that reflect confidence in the accelerating demand for AI-powered services across industries. This move signals intensified competition among consulting giants to capture the next wave of digital transformation spending.

The company projects a compounded annual growth rate of 5.5% to 7.5% at constant currency, representing a notable acceleration from typical industry benchmarks. This growth target spans multiple years, suggesting Capgemini anticipates sustained momentum rather than short-term gains. The constant currency adjustment indicates awareness of foreign exchange volatility affecting multinational operations.

Agentic AI emerges as the primary driver of these growth expectations, distinguishing Capgemini's approach from broader AI adoption strategies. This specialized AI category involves autonomous systems that can make decisions and execute tasks with minimal human intervention, potentially reshaping how businesses operate. The focus suggests Capgemini sees particular opportunity in advanced automation services beyond basic AI implementation.

The strategic pivot positions Capgemini to compete directly with Accenture, IBM, and other major consultancies investing heavily in AI capabilities. Clients increasingly demand sophisticated AI solutions that deliver measurable ROI, making Capgemini's targeted approach a calculated response to market demand for specialized expertise.