The artificial intelligence (AI) boom was initially expected to primarily benefit companies developing large language models and foundational AI technologies. However, recent corporate earnings suggest that some of Europe's largest and most established technology companies are emerging as major beneficiaries of enterprise AI adoption, according to a Reuters analysis.
As businesses move beyond pilot projects and begin integrating AI into day-to-day operations, demand is shifting towards companies that can help organizations implement, manage and govern AI within complex existing technology environments.