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NewsTopic · 凯捷AI投资前景Material2 min readDisconfirmAI Editorial

Capgemini CEO Aiman Ezzat Counters AI Disillusionment Narrative with Specific Client Outcomes

Capgemini's CEO asserts that client appetite for AI transformation remains strong, citing specific cost savings and productivity gains in agentic operations to rebut widespread reports of ROI disappointment.

2026-11-02 18:15 GMT+8

In an interview published on November 2, 2026, Aiman Ezzat, CEO of French IT services giant Capgemini, stated that despite numerous stories about organizational disenchantment with perceived ROI from AI investments, he sees enthusiasm remaining high at the C-suite level. "Our clients are committed to continue to invest. They believe that AI will drive value for them, and this remains quite strong," Ezzat said. He noted that while IT budgets are often scrutinized, they cover only part of the business, and his focus is on the actual customer appetite for AI transformation.

To support this claim, Ezzat provided specific examples of delivered outcomes. For an asset management firm, Capgemini built an AI-enabled unified desktop replacing 180 fragmented applications, resulting in approximately EUR 3 million in software development life cycle (SDLC) savings and 30% to 50% faster UX delivery. In another case involving a global shipping and logistics player, an agentic system handling over 27 million transactions annually delivered 40% to 50% productivity improvement and shortened collection times by five to eight days.

Ezzat also highlighted that joint work with hyperscalers and major software providers accounted for over two-thirds (65%) of Capgemini’s bookings for the first half of the year. He argued that clients are moving beyond tool deployment to asking how AI changes their business at scale. However, these figures and conclusions are self-reported by Capgemini's leadership and have not been independently verified, representing a vendor perspective on market confidence rather than an objective audit of industry-wide ROI performance.

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Topic

凯捷AI投资前景

法国IT服务巨头凯捷(Capgemini)CEO Aiman Ezzat近期多次公开驳斥市场对AI投资回报不佳的“幻灭论”,指出企业客户对AI转型的热情未减,反而正从试点转向规模化部署。Ezzat认为,尽管AI导致传统IT服务出现通缩压力,…

5 steps1 piecesUpdated 2026-11-02 22:04

How it got here

  1. 2026-07-30凯捷CEO表示,大规模部署AI的前提是现代化遗留系统,这将开启为期多年的数据、软件和基础设施投资超级周期。longbridge.com ↗
  2. 2026-09-04Ezzat接受CNBC-TV18采访,预测AI将为技术服务行业创造4000-5000亿美元的新市场,若无此增量,行业增长将近乎停滞;同时宣布上调2026年收入增长预期。cnbctv18.com ↗
  3. 2026-09-16在《财富》CEO论坛上,Ezzat强调敏捷性是AI时代最重要的技能,警告企业避免过度超前投资或陷入孤立的技术实验,主张以业务转型为核心。fortune.com ↗

What is still unsettled

  • 凯捷计划明年开始披露基于五个“价值池”定义的AI相关收入数据,届时能否验证其新市场增长的真实性?
  • 随着AI使传统IT工作更便宜,固定价格和结果导向合同占比的提升是否会导致整体利润率承压?
  • 投资者对于“AI破坏旧业务快于创造新业务”的担忧,是否会因其他IT服务商未能实现类似凯捷的增长而加剧?
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