Capgemini's CEO on Earnings, IT Services, AI

The transcript discusses growth trends in the US and UK markets, highlighting digital and cloud growth. It explores offshoring trends, particularly in Europe, and the rise of digital manufacturing in Germany. The role of AI in automation and workforce challenges, including visa issues, is examined. The competition between IT and advertising firms and the potential for industry consolidation are analyzed. Finally, Germany's efforts to digitalize its economy and the need for IT specialists are discussed.

What role does artificial intelligence play in the future of automation according to the text?

What challenges does the IT sector face regarding the recruitment of engineers in the US?

How are German manufacturers adapting to the demands of digital supply chains?