Capgemini

September 2026 Strategy Update · 15 tracked AI relationships · Curated by Mantu

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Key facts

AI relationships (15)

PartnerTypeDeal noteYear
OpenAIFrontier AllianceFrontier Alliance2026
MicrosoftPartnership+InvestmentAzure AI | Copilot2023
Google CloudPartnershipGen AI hub partnership2023
AWSPartnershipPremier cloud partner2019
SAPPartnershipERP AI transformation2019
NVIDIAPartnershipAI Factory2025
AnthropicPartnershipClaude AI integration2025
SalesforcePartnershipGlobal Strategic SI2019
ServiceNowPartnershipElite ServiceNow partner2021
WorkdayPartnershipHCM & finance cloud2022
OraclePartnershipEnterprise cloud2019
IBMPartnershipGlobal enterprise SI2019
MicrosoftAllianceFrontier Company delivery partner2026
OpenAI Deployment CompanyInvestmentFounding consulting investor2026
OpenAIAllianceDaybreak cyber partner; frontier cyber models for defenders2026

Investment figures are declared/announced amounts. OpenAI's $122B includes conditional and vendor-linked components (~$37B immediate cash). Valuations are post-money where reported. Key claims externally validated June to September 2026 (TechCrunch, Bloomberg, CNBC, Fortune, PR Newswire, firm newsrooms). Relationship years are first-public-announcement years; long-tail partnerships without a public record carry era estimates (flagged yearEstimated). Rumored or unclosed rounds are excluded.

Cite as: "Global AI Ecosystem, September 2026 Strategy Update, Mantu (https://ai-ecosystem.pages.dev)". Full dataset: llms-full.txt · Talk to Mantu