Dr. Stiene Riemer

Tensions are rising—on borders, in supply chains, and in boardrooms. But are CEOs in Germany, Austria and Switzerland taking the right steps to secure performance and resilience? #BCG’s latest edition of the annual Transform and Special Situations (TSS) Index identifies: ➡️ 20% of companies in the DACH region under transformation pressure - 7pp less than in 2024 but still the highest number (together with the Nordics) from all analyzed geographies in Europe ➡️ 9% facing restructuring-level challenges ➡️ $119B in economic value and 2.3M jobs at risk   Yet too few leaders are responding with a full-spectrum strategy. 👉 Explore the full study: https://lnkd.in/e8rxNPPc #BCGonTransformation #BusinessTransformation #Restructuring

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Good summary of where the money is currently flowing in AI (mostly infra & models) and the separation that's occurring between the infra and SaaS players. From UBS ("Latest Customer AI Adoption Checks", 24 Aug 2025). AI Applications: Estimated ≈ $9B revenue, with ≈ $3B from Microsoft Copilot products, < $1B from Salesforce/ServiceNow/Adobe, ≈ $2B from AI startups (Cursor, Midjourney, Perplexity, Glean, Harvey), and ≈ $3B from custom-built AI (Palantir, Accenture, etc.). Note: inflated as some revenues flow to model providers. Model Providers: Roughly ≈ $22B revenue, led by OpenAI (≈ $12B), Anthropic (≈ $4B), xAI (≈ $1B), Cohere/Mistral (≈ $0.5B), and Google/Meta (≈ $4–5B combined). Cloud Infrastructure: Around ≈ $32B revenue, driven by Microsoft Azure AI (≈ $18.6B), GPU-centric providers (CoreWeave, Lambda, ≈ $6B), plus Oracle, AWS, and Google Cloud (“several billion”). GPUs/Hardware: Dominated by Nvidia’s data center revenues (≈ $156B run-rate), with broader AI-related hardware pushing the total above $200B.

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As BCG’s Global People Chair, I can’t help but be excited about the incredible progress our teams at Boston Consulting Group (BCG) are making with AI. Nearly 90% of BCGers are now using AI in their work, with half using it habitually. AI is no longer a “nice-to-have” in the workplace, but a core part of how we learn, work, and grow.   In a recent interview with Lakshmi Varanasi at Business Insider, I shared how AI is raising the bar on quality and efficiency, and how the real differentiator remains our people - the judgment, creativity, and insight BCGers bring to every client challenge.   What excites me most is how our people are using AI to reinvest time into higher value activities, from sharper analysis to clearer storytelling. One of the best examples is in performance reviews: our AI tools have cut writing time by 40% and improved quality by 20%, freeing up leaders to focus on coaching and growth. And with BCGers having built more than 32,000 custom GPTs, the most of any OpenAI customer, innovation is now flowing from every corner of the firm.   I’m proud of the progress we’ve made so far with this powerful technology and excited for what’s next. Thank you, Lakshmi, for the opportunity to highlight our journey. To learn more, read the full article here: https://lnkd.in/eF_Nzhea

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One of our most anticipated reports each year is out—a comprehensive look at the most significant tech trends unfolding today, from agentic AI to the future of mobility to bioengineering. It provides CEOs with insights on how to embrace frontier technology that has the potential to transform industries and create new opportunities for growth.   Here’s my top-line take: —Equity investments rose in 10 out of 13 tech trends in 2024, with 7 of those trends recovering from declines in the previous year. This rebound signals growing confidence in emerging technologies. —We're witnessing a significant shift in autonomous systems going from pilots to practical applications. Systems like robots and digital agents, are not only executing tasks but also learning and adapting. Agentic AI saw a $1.1 billion equity investment in 2024 alone. —The interface between humans and machines is becoming more natural and intuitive. Advances in immersive training environments, haptic robotics, voice-driven copilots, and sensor-enabled wearables are making technology more responsive to human needs. —And, of course, the AI effect stands out as both a powerful trend in its own right and a foundational amplifier of others. AI is accelerating robotics training, advancing bioengineering discoveries, optimizing energy systems, and more. The sheer scale of investment in AI is staggering, with $124.3 billion in equity investment in 2024 alone.   Let's discuss: Which of these trends do you think will have the most significant impact on your industry? Share your thoughts in the comments below!   Big thanks to my colleagues Lareina Yee, Michael Chui, Roger Roberts, and Sven Smit.   #TechTrends #AI #Innovation #FutureOfWork #EmergingTech http://mck.co/techtrends

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Roland Berger is launching the “Growing in Asia” Newsletter! Subscribe now to keep up with the fundamental trends, and resulting challenges and opportunities of the region. Asia is experiencing significant economic growth rates compared to Europe and the United States. Many South and Southeast Asian countries are transitioning from resource-based to transformational economies. They offer distinct strengths for incoming businesses across various industries, including consumer, energy, construction, industrials and healthcare. Our newsletter keeps you informed about all important developments. Join our exclusive community of informed decision makers and subscribe to our newsletter today! https://okt.to/WIxdDb #ASEAN #RolandBerger #Consumer #Retail

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