Jean-Francois Bobier

I’m very happy to announce that Accenture intends to acquire (Op² x pmO) - Orlade Group. Their expertise in advisory and project management for capital projects, combined with Accenture’s leadership in digital and AI, would create a unique capability to deliver value for our clients. #Accenture #OrladeGroup #CapitalProjects https://lnkd.in/e-TnVUQj Flavien PARREL Koen Deryckere Vincent Boyet Jonas Kampik Andy Webster Mauro Marchiaro Jean Cabanes

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China hitting 50% new energy vehicles by 2025. Europe gets there by 2032. And the US? Not until 2039. These insights come from our latest EY Mobility Lens Forecaster. The transition is underway everywhere – but at very different speeds. And hybrids? They’ll play a bigger role than many expect in bridging the gap to full electrification. Get the full breakdown here: https://ow.ly/avWo50WToBq #ElectricVehicles #WorldEVDay

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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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I strongly believe that as industries adopt smart and connected systems, security must be embedded from the start. From predictive maintenance to integrated supply chains, resilience is what enables the digital shift to truly deliver value.   Learn more about how #GTBharat works with businesses to align digital transformation with built-in protection: https://brnw.ch/21wUlTD   #CyberSecurity #SmartManufacturing #DigitalTransformation #CyberwithGT

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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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