Press contact:Antara Nandy Tel.:+ 91 9674515119E-mail: antara.nandy@capgemini.com Capgemini and Google Cloud expand strategic partnership to accelerate AI adoption at scale by providing trusted and secure sovereign solutions Paris, February 06, 2026 – Capgemini today announced the expansion of its strategic partnership with Google Cloud to deliver end-to-end secure sovereign cloud solutions. As part of this, Capgemini will help clients adopt Google Cloud’s leading AI technologies, including Vertex AI and Ge ...

Core Insights - Humana has launched Agent Assist, an AI-driven support tool developed in collaboration with Google Cloud to enhance member advocacy in health insurance [1][2] - The initiative signifies a broader trend of AI adoption in healthcare operations and customer service [2][6] Group 1: Tool Features and Functionality - Agent Assist utilizes Google Cloud technologies, including Vertex AI and Gemini, to support over 20,000 member advocates across Humana's service centers, handling millions of inquiries annually [3] - The tool generates real-time call summaries, surfaces relevant information during interactions, and provides guidance for compliance and accurate responses [3] - A human-in-the-loop approach is implemented, allowing member advocates to maintain decision-making authority while AI aids in information retrieval and reduces manual workload [4] Group 2: Implementation and Future Plans - Member advocates began using Agent Assist in October, with a full rollout expected across service centers within the year [5] - The tool will integrate into existing call center systems and will undergo ongoing performance and compliance reviews [5] - This initiative is part of Humana's broader digital transformation strategy aimed at improving member experiences through responsible AI use [5] Group 3: Industry Trends - Humana's move aligns with industry trends of integrating AI and generative AI into customer service and healthcare support functions [6] - A Google Cloud study indicates that 44% of executives in healthcare and life sciences have AI agents in production, with nearly half of organizations allocating over 50% of future AI budgets to these agents [7]

A leaked error log string is lighting up prediction markets, with Polymarket now implying 86% odds that Anthropic's "Claude 5" arrives by March 31.The chatter centers on a model-style identifier allegedly seen in Vertex AI screenshots late Sunday: claude-sonnet-5@20260203 — interpreted by traders as a possible Feb. 3 (Tuesday) release tag. None of this is confirmed by Alphabet (NASDAQ:GOOGL) or Anthropic, but the market is trading it anyway. Why it mattersWith the entire stock market levered to the promise ...

Core Insights - IBM has launched Sovereign Core, an AI-ready software aimed at helping enterprises, governments, and service providers create secure, self-controlled technology environments focused on sovereignty [1][7] - The software is essential for organizations to maintain control over their systems amidst increasing regulations and expanding AI usage, ensuring security, compliance, and governance [1] Product Features - Built on Red Hat's open-source foundation, Sovereign Core provides organizations with local control over AI systems, utilizing always-on security and local control planes [2] - It enables secure and scalable AI operations, allowing organizations to run and govern AI models locally while managing identity, access, and compliance effectively [2] - The software includes a user-friendly portal, flexible hardware options, and automated operations to simplify management, keeping critical data and infrastructure within a sovereign boundary [3] Competitive Landscape - IBM faces competition from Microsoft and Alphabet, with Microsoft developing a new Core AI platform and expanding its AI offerings, including tools for education [4] - Google is enhancing its AI ecosystem with advanced models and platforms that facilitate the development and management of AI applications [5] Financial Performance - IBM shares have increased by 33.8% over the past year, while the industry has seen a growth of 92.7% [6] - The company trades at a forward price-to-sales ratio of 3.95, which is below the industry average [9] - Earnings estimates for 2025 remain at $11.38, while estimates for 2026 have increased by 0.3% to $12.19 [10]

Core Insights - Microsoft is well-positioned to benefit from the growing enterprise AI adoption, leveraging Azure's cloud infrastructure to connect AI models with business applications [1] Group 1: Azure's Competitive Advantage - Azure supports over 11,000 AI models within a unified infrastructure, allowing enterprises to access multiple providers without the need for rebuilding technology stacks [2] - The technical complexity of migrating to competitors increases significantly once organizations standardize on Azure's infrastructure [2] - OpenAI's $250 billion commitment to Azure services enhances Microsoft's access to advanced AI models through 2030, contributing to substantial recurring revenue [2] Group 2: Revenue Growth and Demand - Azure and other cloud services revenues grew by 40% in Q1 of fiscal 2026, driven by AI workloads and demand from large customers [3] - Azure AI Foundry serves over 80,000 customers, with demand outpacing available capacity despite aggressive infrastructure expansion [3][8] - The Zacks Consensus Estimate for fiscal 2026 Intelligent Cloud revenues is $132.98 billion, reflecting a 25.14% year-over-year increase [4][8] Group 3: Competitive Landscape - Microsoft faces strong competition from Amazon and Alphabet in the cloud sector, with Amazon offering 100 models and Alphabet providing over 200 models, both requiring additional technical implementation [5] - Microsoft differentiates itself through Azure AI Foundry, which connects over 11,000 models to applications without the need for extensive orchestration layers [5] Group 4: Stock Performance and Valuation - MSFT shares have decreased by 9.1% over the past six months, slightly outperforming the Zacks Computer – Software industry but underperforming the broader Computer and Technology sector [6] - The current forward 12-month Price/Sales ratio for MSFT is 9.73X, compared to the industry's 8.96X, indicating a relatively higher valuation [9] - The Zacks Consensus Estimate for MSFT's fiscal 2026 earnings is $15.61 per share, reflecting a 14.44% year-over-year growth [11]

Investment Rating - The investment rating for the industry is "Positive" and maintained [7] Core Insights - Google has established a comprehensive AI ecosystem, including TPU computing infrastructure, the Gemini multimodal model family, AI Studio, and the Vertex AI developer platform, which continuously empowers its AI layout and strengthens its data moat [2][10] - The acceleration of AI applications is moving towards realization, with a positive outlook on the performance of large model companies like Zhiyu and Minimax post-IPO. Key marginal factors include (1) model capability enhancement and release event catalysts; (2) advancement of business models (C-end traffic entry logic & B-end labor replacement logic). A paradigm shift in models by 2026 is expected to bring excess opportunities, with a long-term positive view on AI industry upgrade opportunities [2][10] Summary by Relevant Sections AI Applications - Google is actively expanding its AI strategy across various segments, focusing on providing infrastructure and open-source models in healthcare. Notable developments include the Vertex AI Search for Healthcare tool optimized for medical scenarios and partnerships like the one with Color Health for breast cancer screening assistance [10] AI for Science - Google has a significant advantage in AI for Science (AI4S) due to its extensive experience and capabilities in the field. The company has developed world-class scientific intelligence models and tools, applying AI across multiple scientific domains such as biology, meteorology, and physics [10] Edge Deployment - Google has a well-established edge deployment strategy, focusing on embodied intelligence, AI glasses, AI phones, Google TV, and Robotaxi services. The latest data shows significant growth in Robotaxi services, with a 80% increase in service volume compared to earlier months [10]

Core Insights - IBM has extended its partnership with Datavault AI to provide secure, ultra-low-latency enterprise AI solutions at the edge in New York and Philadelphia, utilizing SanQtum AI's zero-trust micro data centers powered by watsonx AI technology [1][8] - The watsonx platform offers enterprise-grade AI capabilities, including trusted foundation models, real-time data analytics, built-in governance, security, and hybrid deployment options [2][3] - IBM's focus on enhancing the watsonx platform positions it as a future-ready enterprise AI solution, catering to the increasing demand for real-time, secure, and scalable AI applications [3][4] Competitive Landscape - IBM faces competition from Amazon and Alphabet, with Amazon Web Services partnering with OpenAI and Infosys to enhance generative AI capabilities [5] - Google is collaborating with retailers and expanding AI capabilities in Africa through its cloud services, utilizing Vertex AI for efficient machine learning model deployment [6] Financial Performance - IBM shares have increased by 40% over the past year, while the industry has seen a growth of 95.4% [7] - The company trades at a forward price-to-sales ratio of 4.04, which is below the industry average [10] - Earnings estimates for 2025 have risen by 1% to $11.39, and for 2026, they have increased by 1.4% to $12.24 [11]

Core Viewpoint - Alphabet is positioned as a significant player in the AI sector, with strong growth potential both in the near term and long term, making it an attractive investment opportunity [1] Group 1: Competitive Positioning - Alphabet's Google search engine faced competition from AI chatbots, which ultimately reinforced its market position by allowing it to retain its dominant market shares in Chrome and Android despite antitrust challenges [2][3] - The ruling in the antitrust case preserved Alphabet's distribution advantages, ensuring Google Search remains the default internet gateway for users globally, facilitating the integration of its Gemini AI model [4] Group 2: AI Innovations - The competition from AI has catalyzed Alphabet's internal innovations, leading to the development of its Gemini large language model (LLM), which is now driving query and revenue growth [6] - Alphabet's long-term investment in Tensor Processing Units (TPUs) has positioned it favorably in the AI landscape, allowing for cost-effective training and inference of LLMs compared to Nvidia's GPUs [7][8] Group 3: Revenue Potential - Morgan Stanley estimates that Alphabet could generate approximately $13 billion in annual revenue for every 500,000 TPUs deployed, with projections of renting out 5 million TPUs in 2027 and 7 million in 2028 [9] Group 4: Technological Integration - Alphabet's TPUs are optimized for its TensorFlow framework and other neural network training frameworks, enhancing the efficiency of AI workloads while reducing power and memory usage [11] - The company is expanding its vertical integration by acquiring cybersecurity firm Wiz and energy infrastructure company Intersect, further strengthening its tech stack [12] Group 5: Long-term Growth Outlook - Alphabet is recognized as the most comprehensive end-to-end AI company, with its vertical integration and control over the tech stack expected to enhance its growth trajectory in the AI sector over the next decade [13]

Core Insights - Palo Alto Networks (PANW) is enhancing its partnership with Google Cloud to bolster secure artificial intelligence (AI) and cloud adoption, integrating its Prisma AI Runtime Security (AIRS) directly into Google Cloud's services [1][2] Partnership Expansion - The expanded partnership includes the integration of Prisma AIRS with Google Cloud services like Vertex AI and Agent Engine, enabling customers to secure AI models, data, and agents while operating on Google Cloud [2] - The partnership also emphasizes the use of Palo Alto Networks' software firewalls and Secured Access Service Edge products, allowing for consistent security policies across cloud, AI, and network environments [2] Security Features - Prisma AIRS provides real-time checks on prompts, responses, and agent actions, mitigating risks such as prompt injection, data leakage, and tool misuse, eliminating the need for separate security products [3] - In addition to Google Cloud, Prisma AIRS has been integrated with other AI agent platforms, including Factory, Glean, IBM, and ServiceNow, enhancing security within existing customer tools [3] Adoption and Growth - The adoption of Prisma AIRS is on the rise, with the number of deals more than doubling sequentially in Q1 fiscal 2026, indicating increasing usage [4] - The Zacks Consensus Estimate forecasts revenue growth of approximately 14.1% for fiscal 2026 and 13.3% for fiscal 2027, suggesting strong future growth potential for PANW [4] Competitive Landscape - Competitors such as CrowdStrike and Okta are also focusing on partnerships and acquisitions to enhance their platforms and drive AI innovation [5] - CrowdStrike has expanded its partnership with Amazon Web Services (AWS), integrating its Falcon Next-Generation Security Information and Event Management (SIEM) into AWS Security Hub, which may increase user adoption [6] - Okta's acquisition of Axiom Security has added new tools for privileged access management, enhancing its offerings in cloud and SaaS security [7] Financial Performance - Palo Alto Networks' shares have decreased by 10.2% over the past three months, compared to an 8.4% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.77X, slightly below the industry's average of 11.79X, indicating a competitive valuation [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings suggests year-over-year growth of 14.7% and 12.5%, respectively, with recent revisions indicating a slight upward adjustment for fiscal 2026 and a downward adjustment for fiscal 2027 [15]

Core Insights - Palo Alto Networks and Google Cloud have expanded their strategic partnership to enhance the secure development and deployment of AI solutions, combining Google Cloud's AI capabilities with Palo Alto Networks' Prisma AIRS security platform [1][2][4] Partnership Expansion - The partnership aims to address the increasing use of cloud infrastructure for AI applications, with 99% of surveyed customers reporting at least one attack on their AI infrastructure in the past year [2] - The collaboration will integrate security into every layer of hybrid multicloud infrastructure, application development stage, and endpoint, allowing businesses to innovate securely [2][5] Security Solutions Offered - The partnership will provide end-to-end AI security from code to cloud, protecting live AI workloads and data on Google Cloud, including tools like the Agent Development Kit (ADK) [5] - Palo Alto Networks will offer AI-driven next-generation software firewalls (SWFW) and a secure access service edge (SASE) platform, enhancing security for cloud environments and remote users [5][6] Historical Context and Future Commitments - The partnership builds on over 75 joint integrations and $2 billion in sales through the Google Cloud Marketplace, with Palo Alto Networks committing to run its security platforms on Google Cloud's infrastructure [6] - The use of Google Cloud's Vertex AI platform and Gemini LLMs will further enhance Palo Alto Networks' capabilities, ensuring optimized performance and reliability for customers [6]