关于Capgemini Capgemini 是一家全球商业和技术转型合作伙伴，帮助组织加速向数字和可持续世界的双重转型，同时为 企业和社会创造可衡量的影响。它是一个在50多个国家拥有34万名团队成员的负责任且多元化的集团。凭 借其超过55年的强大传统，Capgemini 获得了客户的信任，以释放技术的价值，满足其业务需求的全部范 围。它通过利用从战略和设计到工程的优势，提供端到端的服务和解决方案，所有这些都得益于其在人工 智能、云和数据处理方面的市场领先能力，并结合其深厚的行业专业知识和合作伙伴生态系统。该集团202 3年全球收入为220亿欧元。 www.capgemini.com 版权所有© 2025 勒泰明咨询公司。保留所有权利。 它不再关乎芯片的寿命 有多长，而是如何保持 芯片的相关性。 全球半导体市场预计将达到 到2030年实现1万亿美元的目标 根据半导 体行业协会和麦肯锡的研究，这是一个令人兴奋的数字，但巨大的增长 在行业内产生了巨大的压力。人才和资源仍然受限，每当有新的用例或 应用出现时，从头开始设计芯片就不再具有商业可行性。 随着技术的快速进步，芯片必须每月进行更新，而不是每年。大多数半 导体公 ...

new threats Top tech trends What AI and Gen AI bring to cybersecurity of 2025 AI-powered everything New defenses, Table of Contents Capgemini Research Institute 2025 Top tech trends of 2025: AI-powered everything 2 Executive summary AI Agents AI & Gen AI in cybersecurity AI-driven robotics Nuclear resurgence New-generation supply chain Industry top trends Top trends by 2030 How our 2024 predictions fared 03 Who should read this report and why? 06 Executive summary #GetTheFutureYouWant 09 I. Our top five tec ...

| --- | --- | --- | --- | --- | |-------|---------------|-------|-------|-------| | | | | | | | | | | | | | | Should after- | | | | | | | | | | | | | | | | | | sales service | | | | Lousy restaurants that entice patrons with alluring aromas but disappoint them with slow, incompetent service are like businesses that strike a chord with customers initially but fall flat when it's time to support them. 2 Envision a new era of customer service with generative AI 3 https://www.gartner.com/en/newsroom/press-relea ...

databricks 2 Informatica But the majority of organizations that manage to scale up their Gen AI initiatives subsequently struggle to extract signifcant value from their investments. And often that's because of issues with their data and datamanagement practices. Build success as a Gen AI data-powered enterprise defned Build success as a Gen AI data-powered enterprise Identify datasets Foster data culture Unlock the value Nurture skills Activate data 9 . .. @ Create, collect and innovate with data Design gui ...

Cap The greatest risks when incorporating generative AI into a | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------|-------|---------------------------------------------------------------------------------| | | | | | due to unintentional dissemination or inclusion of regulated or company - confidential data | | Misleading outcomes due to model hallucination | | Training data–subjects' priva ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The integration of generative AI into software engineering is expected to significantly enhance productivity and quality, marking a paradigm shift towards augmented software teams [21][66] - Organizations are still in the early stages of adopting generative AI, with 90% yet to scale its use, while 27% are running pilots and 11% have begun leveraging it in software functions [26] - Generative AI is projected to assist in over 25% of software design, development, and testing work by 2026, indicating its growing importance in the industry [66] Summary by Sections Augmented Software Teams - The concept of augmented software teams involves using generative AI to automate mundane tasks, allowing teams to focus on more complex and creative aspects of software development [21][54] - Successful implementation requires assessing organizational maturity, running experiments, and measuring impact to ensure effective deployment at scale [41][42] Generative AI Impact - Organizations utilizing generative AI have reported productivity improvements ranging from 7% to 18% in software engineering functions [66] - The benefits of generative AI include enabling innovative work, improving software quality, and increasing overall productivity [66] Experimentation and Measurement - A robust measurement protocol is essential for assessing the impact of generative AI, focusing on metrics such as coding velocity, unit test coverage, and developer experience [46][47] - Effective experimentation involves maintaining team stability, defining clear objectives, and utilizing a diverse backlog of user stories [13][47] Industry Trends - The generative AI software market is expected to grow from $33 billion in 2021 to $64 billion by 2025, outpacing the overall software market growth [66] - The report highlights that 67% of executives see the most potential for generative AI in the IT function to drive innovation and create value [66]

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M Update China Materials | Asia Pacific November 19, 2024 10:27 AM GMT Rare Earths Expert Call Takeaways On Nov 18, we hosted a call with Ms. Liqun Zhao, a rare earths specialist at Ruidao, to discuss the industry. New rare earth regulations effective October 1 tightened supply control in several dimensions: 1) Mining and production of rare earths should strictly follow quotas; 2) Purchase, production and sales of illegally mined rare earth products are strictly forbidden; and 3) Stricter environmental cont ...

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Flash | 14 Nov 2024 13:03:30 ET │ 10 pages China Renewable Energy Industry Expert Cautious of Polysilicon Production Capacity Cut from Electricity Consumption Cap CITI'S TAKE We hosted an investor conference call on 14-Nov with Ms. Peng Peng, General Secretary at China New Energy Generation Investment and Financial Alliance in Beijing, discussing the solar sector. In conclusion, the speaker thinks that (i) polysilicon production capacity cut by potential electricity consumption cap might not be material sin ...