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SAP, Capgemini, Sopra Steria, and OVHcloud report stronger demand as enterprises deploy AI. SAP's cloud backlog rose 26% to €22.9 billion. Capgemini raised its growth target after bookings climbed 9.2%. Sopra Steria upgraded its outlook with organic growth at 5.3%. OVHcloud's public-cloud revenue rose 20.2%.
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