Global Market: Europe’s tech giants emerge as surprise AI winners as enterprise adoption takes off

Europe’s established technology companies are emerging as unexpected winners of the AI boom as enterprises move from experimentation to large-scale adoption. Companies such as SAP, Capgemini, Sopra Steria and OVHcloud are benefiting from rising demand for AI integration, cloud infrastructure, governance and data management. Growing concerns around security and data sovereignty are further boosting Europe’s enterprise technology ecosystem.