**[AI Value Shifts to Application Layer, European Traditional Tech Giants Quietly Benefit]** Deep Tide TechFlow News, August 5th—According to foreign media reports, the AI wave was initially believed to primarily benefit emerging companies developing large models. However, recent financial reports indicate that some of Europe’s large, long-established tech companies are gradually becoming beneficiaries of AI development. European software giant SAP, one of Europe’s largest IT consulting firms Capgemini, European industry digitalization expert Sopra Steria, and one of Europe’s largest cloud service providers OVHcloud have all reported that as enterprises transition from the experimental phase of artificial intelligence to large-scale deployment, demand for related services is increasing, accelerating business growth and prompting upward adjustments to future performance expectations. Companies are gradually realizing that truly integrating AI into complex organizations to generate productivity is far more challenging than acquiring AI technology itself. Large enterprises are unlikely to rely on a single AI provider in the future; instead, they will adopt multiple AI models based on performance, security, and regulatory requirements for different tasks. Today, the real challenge lies not in choosing which model to use but in how to integrate AI with existing software systems, data frameworks, and business processes. UBS recently noted in a report: “AI applications will become the main battleground for competition, and most of the value will be created in this domain.” This aligns perfectly with the strengths of Europe’s traditional software, consulting, and infrastructure companies. These firms have long been assisting large enterprises in integrating complex technological systems, even before the emergence of generative AI. *(Jin10)*