In Investir's "leaders special issue" devoted to the AI challenge (25 July 2026), Aiman Ezzat, CEO of Capgemini, defends a simple and commercially loaded thesis: the value of AI does not come from the technology but from its integration at the core of operations. IA agentique, "capable of acting autonomously," marks in his view a major rupture that will enable a structural transformation of how companies operate — and puts the integrator at the center of the game.
The evidence put forward. Three years ago, Capgemini committed an investment of €2 billion (offering portfolio, partner ecosystem, employee training). The claimed effects are measured on the delivery side: on certain projects, more than 30% acceleration in application development depending on the type of application, and close to 20% reduction in incidents and service interruptions. On the market side, generative and IA agentique projects account for more than 11% of order intake in the first quarter, versus 6% a year earlier. The stated ambition: 5.5% to 7.5% annual growth at constant exchange rates by 2028, with improved profitability and cash generation.
The diagnosis on clients. Generative AI paved the way with individual productivity gains of limited impact; IA agentique goes further by introducing "a new form of work," with agents that execute tasks, embed themselves in business processes and contribute to decision-making. But delivering on the promise is "anything but simple": complex existing systems, insufficiently mature data, governance, security, costs. Scaling requires rethinking systems, data, processes, organization and operating models — "we are very far from plug and play."
The program. Build an IA agentique technology layer on a modernized foundation, orchestrate collaboration between humans and agents, control the costs of this new workforce. Without clear governance of roles, security and responsibilities, "deploying thousands of agents enterprise-wide would be a dead end." Hence the reframing of the question: "the question is not who develops the best models but who helps companies make the most of them."
The market and employment. The agentic transformation spills beyond traditional IT budgets into operational budgets and strategic priorities; Capgemini estimates the opportunity at +$400bn per year by 2030 for digital services and consulting. On employment, Ezzat remains cautious: a deep impact on jobs, automated tasks and jobs created, but "too early to say" whether the net balance will be negative. The acquisition of WNS creates "a global leader in intelligent operations," announced as a growth pillar.