Capgemini disrupts outsourcing/BPO industry with AI agents

• In July 2025, Capgemini snapped up WNS, a pure-play BPO with 65,000 employees for $3.3 billion.
• The WNS team will now sit inside Capgemini’s Global Business Services (GBS) unit.
• But this isn’t just an M&A headline.
• It’s the biggest shake-up in outsourcing, consulting, and shared services in decades — a bold move into the $1.5 trillion “Services-as-Software” space, where AI doesn’t assist the work…it does the work!

AI disruption in the outsourcing/ BPO model

For years, the outsourcing industry ran on one formula: Low-cost labour + scale + automation = efficiency.

For instance: With WNS acquisition, Capgemini adds just 5% to its revenue ($1.5B on $25B)…but inflates Capgemini’s workforce by a jaw-dropping 19%.

That’s your red flag right there — a reminder of how incredibly labour-intensive traditional BPO / outsourcing still is.