Vive la (AI) révolution! Capgemini CEO Aiman Ezzat still sees only appetite coming from clients

I spend a lot of time on the West Coast, a lot of CEO meetings and a lot of interaction, and I can promise you the appetite is higher than ever.

While 2026 has been characterized by an increasingly large number of stories about organizational dis-enchantment with perceived ROI from their AI investments, Aiman Ezzat, CEO of French services giant Capgemini, insists:

Our clients are committed to continue to invest. They believe that AI will drive value for them, and this remains quite strong…I know people look at things like IT budget. IT budget is just an indication, and it covers only part of our business. What I'm really focused on is the customer appetite around AI transformation.

There is, of course, a focus on P&L, he says, but that’s where the likes of Capgemini come in:

That's where we play a big role in terms of offering like intelligent...

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