Group 1 - SAP SE is recognized as a high growth mega cap stock suitable for long-term investment over the next three years [1] - Goldman Sachs has increased its holdings in SAP SE by 6.5%, acquiring 80,164 shares, bringing its total ownership to 1,318,908 shares valued at $354,048,000 [1] - SAP SE has delivered a remarkable 3-year return that exceeds the market's return by 119.30% despite a recent price dip [2] Group 2 - SAP SE is a leading provider of enterprise applications and business solutions, with core offerings including SAP S/4HANA, SAP SuccessFactors, SAP Business Technology Platform, and SAP Business Network [4] - The company is recognized as a top name in 'systems of record', indicating its strong position in the market [2][3] - Although SAP SE was late to enter the AI sector, it is now focused on overcoming previous challenges, maintaining trust among large companies for crucial data management [3]

Core Insights - Capgemini has expanded its strategic partnership with Mistral AI and SAP to provide secure, scalable generative AI solutions for regulated industries, aiming to enhance operational efficiency and business outcomes [1][5][7] - The collaboration focuses on creating a trusted environment for deploying custom AI solutions, particularly for sectors with stringent data requirements such as financial services, public sector, aerospace & defense, and energy & utilities [1][2][4] Industry Trends - Enterprises are increasingly adopting business AI to optimize processes and decision-making, with generative AI driving significant business value and competitive advantage [2] - Organizations in regulated industries face challenges in accessing AI benefits, necessitating advanced generative AI models that function within secure environments like the SAP Business Technology Platform [2] Collaboration Details - Capgemini will provide over 50 pre-built custom business AI use cases, validated by SAP and leveraging Mistral AI models, categorized by industry and process [3][4] - The collaboration emphasizes responsible and ethical AI design, ensuring data security and regulatory compliance while fostering innovation [3][4] Use Cases - Specific use cases include augmented field workers in aerospace and defense, drone-based inspections for predictive maintenance in energy and utilities, and intelligent indirect purchasing across various industries [6] Recognition and Achievements - Capgemini received the 2025 SAP Pinnacle Award for Business AI Innovation in the Customer AI use case category, highlighting its leadership in delivering AI-powered solutions [9]