Trusted Access A Study of Remote Connectivity in Semiconductor Manufacturing Executive Summary The semiconductor industry faces accelerating innovation, rising technical complexity, and intensifying global competition. As fabs and equipment providers work to improve performance, maximize uptime, and scale expertise across distributed manufacturing networks, remote connectivity has emerged as a critical differentiator. This study, conducted by the Global Semiconductor Alliance (GSA) in partnership with Tracc ...

February 15, 2026 12:01 PM GMT Technology – Software & Services | Europe Weekly Reboot – Software's Confidence Crisis In our latest thought piece, we examine how investor sentiment in Software has shifted from AI fuelled optimism to concerns about disruption, despite what we see as broadly resilient long term fundamentals. Thank you to all who voted for us in this year's Extel survey - we truly appreciate it! Key research: European Software: What's Causing the Collapse in Confidence? In a quieter week for e ...

on 20-Feb-2026 20 February 2026 European Technology/Software AI disruption radar - Want to try it yourself? Richard Nguyen +33 1 42 13 54 22 richard.nguyen@bernsteinsg.com Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Derric Marcon +33 1 58 98 06 30 derric.marcon@bernsteinsg.com Specialist Sales Kiran Shah +44 20 3547 1533 kiran.shah@bernsteinsg.com This report includes minor clarifications following recent feedback from companies and investors. See the Disclosure Appendix of this re ...

OpenAI on Monday announced the launch of its Frontier Alliances program, pairing its enterprise AI platform with four of the world’s largest consulting and technology firms to accelerate the deployment of AI agents inside corporate systems.The company said the initiative is designed to address what it sees as the primary obstacle to enterprise AI adoption, not model capability, but deployment and integration.“The limiting factor for seeing value from AI in enterprises isn’t model intelligence, it’s how agen ...

Core Insights - Capgemini has formed a strategic partnership with OpenAI to enhance enterprise AI transformation through the Frontier platform, focusing on addressing business, data, and integration challenges [1][4] - The partnership aims to leverage Capgemini's industry expertise and OpenAI's advanced AI capabilities to create integrated solutions that drive measurable business outcomes [2][5] Group 1: Partnership Details - Capgemini is a founding member of the OpenAI Frontier Alliance, which will help businesses deploy AI securely and reliably across their operations [1][4] - The collaboration will establish a dedicated OpenAI Enterprise Frontier delivery function, comprising AI experts to support clients in scaling AI operations [4] Group 2: Market Context - 2026 is identified as a pivotal year for AI, with over half of organizations committing to long-term investments, shifting focus from experimentation to value creation [3] - The primary barrier to scaling AI is now recognized as the readiness of data and operating models rather than the technology itself [3] Group 3: Strategic Implications - The partnership is seen as a critical moment for enterprises, as organizations must scale AI to maintain competitive advantage [5] - Capgemini and OpenAI will co-develop industry-specific solutions targeting sectors such as consumer products, financial services, life sciences, and energy [4]

Feb 23 (Reuters) - OpenAI is expanding its push into the enterprise market by teaming up with four of the world’s largest consulting firms, betting that a more hands-on approach will ‌help corporate clients move beyond pilot projects to full-scale AI deployments. The company said on Monday ‌it had launched the so-called “Frontier Alliance,” a program built around its new Frontier platform and anchored by BCG, McKinsey, Accenture and ​Capgemini. The initiative pairs OpenAI’s forward-deployed engineers with ...

OpenAI is enlisting some of the world’s biggest consulting firms in its fight to dominate the enterprise AI market.Today the AI company announced partnerships with Boston Consulting Group, McKinsey & Co., Accenture, and Capgemini that will see the consulting firms helping sell and implement OpenAI’s new Frontier AI agent platform. The consultants will help their clients redesign workflows; integrate AI agents with software tools and systems; help clients with change management; and provide industry-specifi ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. The Trial Balance is CFO.com’s weekly preview of stories, stats and events to help you prepare. Part 1 — OpenAI finds ‘Frontier Alliances’ in revenue push OpenAI announced on Monday that it has entered into multi-year partnerships with Accenture, Boston Consulting Group, Capgemini and McKinsey & Company, formalizing a consulting ecosystem around its new enterprise platform a ...

In this article, we will be taking a look at the 8 Most Promising Metaverse Stocks to Buy According to Hedge Funds.The global metaverse market, driven by AI, AR, blockchain, and VR, is becoming a central component of Web 3.0, blending virtual and physical experiences to create lifelike digital environments.It is reported that the global metaverse market was valued at $105.40 billion in 2024 and is expected to grow at a compound annual growth rate (CAGR) of 46.4% between 2025 and 2030, reaching $936.57 billi ...

Market Performance - European stocks closed positively, with the pan-European Stoxx 600 up by 1.19%, the UK's FTSE 100 climbing 1.23%, Germany's DAX gaining 1.12%, and France's CAC 40 ending 0.81% higher [1][3]. - Defense stocks rose due to an agreement between India and France to strengthen defense and aerospace ties [2]. - Mining and banking sectors also saw significant gains, with notable performances from companies like Antofagasta, which soared nearly 11% [4]. Company Updates - BAE Systems reported a better-than-expected 12% rise in full-year operating profit, leading to a 4% increase in its shares [4]. - In Germany, Rheinmetall climbed more than 5%, and Heidelberg Materials gained about 4.3% [5]. - Bayer's shares fell over 7% due to a proposed $10.5 billion settlement related to litigation over its Roundup weedkiller [6]. Sector Performance - In the UK market, mining companies such as Fresnillo, Anglo American Plc, and Glencore gained between 4.25% and 4.8% [4]. - In France, companies like Thales, ArcelorMittal, and STMicroelectronics saw gains of 2%-5% [7]. - Notable declines were observed in food retailer Carrefour, which slid more than 5% after reporting a decline in operating profit [8]. Economic Indicators - France's inflation eased to the lowest in five years, with the consumer price index rising only 0.3% year-on-year in January [9]. - The EU harmonized inflation softened to 0.4% from 0.7% in December, marking the weakest rate since December 2020 [10]. - In the UK, the consumer price index posted an annual increase of 3% in January, the lowest since March 2025 [12].