AI’s biggest winners may be those who make it work, not those who build it
Enterprises need AI wired into old systems, permissions and compliance, not just access to a model
Regulated, high-stakes sectors show AI has little value without deep integration into specialist workflows
Running multiple AI models pushes demand toward firms that can connect them across fragmented legacy systems
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The companies they mention are:
- Dassault Systemes
- Sopra Steria
- OVHcloud
- SAP
- Capgemini
- Planisware
Really silly how Siemens is experiencing a very unexpected surge because of gas turbine demand for data centers of all things. Just wonderful…

