Global Technology: RAISE Summit 2026: all about AI RoI

研报英文原文证据摘录

Global Technology: RAISE Summit 2026: all about AI RoI

Accessible version

Global Technology

RAISE Summit 2026: all about AI RoI

Industry Overview

The view from AI builders, enablers, users and investors 13 July 2026

We attended the RAISE Summit in Paris last week, with 9,000 attendees (40% from the Equity

US), including AI start-ups, company executives, investors and policymakers. Speakers Europe

included 1/ AI start ups OpenAI, Anthropic, Mistral, Lovable, Replit, Cognition, AmiLabs, Software

H Company, 2/ Technology leaders across Software and Hardware including Google Frederic Boulan, CFA >>

DeepMind, Stripe, IFS, MongoDB, Oracle, ServiceNow, Synopsys, NVIDIA, AMD, Research Analyst

Broadcom, Cerebras, Nebius, Capgemini, 3/ CIOs from companies including FedEx, MLI+44 (UK)20 7995 7101

Goldman Sachs, Airbus, and 4/ public and private tech investors including Blackrock, frederic.boulan@bofa.com

Coatue, Iconiq or Sequoia. Key takes: 1/ AI adoption is accelerating, with a contraction in Aditya Buddhavarapu, CFA >>

Research Analyst

release cycles illustrating AI RoI. 2/ infrastructure demand expected to continue to grow MLI (UK)

exponentially, 3/ Enterprises now focussing on AI RoI, with a redesign of processes +44 20 7995 7318

aditya.buddhavarapu@bofa.com

required for agentic AI. But KPIs should match business needs (P&L, Balance sheet)

Victor Cheng, CFA >>

rather than AI specific (AI adoption etc). Research Analyst

MLI (UK)

LLMs towards expert levels, booming AI deployments +44victor.cheng@bofa.com20 7996 0272

LLMs are moving from chat to execution. Anthropic framed 2025 as “AI chat”, 2026 as Carla Courthial >>

when AI starts to do work, and 2027 as a step towards expert-level tasks; it also noted Research Analyst MLI (UK)