CEO StageNovember 26, 202510:00

Visionary Keynote

Patrick Pouyanné, Chairman & CEO - TotalEnergies

My Review

Patrick Pouyanné presented TotalEnergies' data and AI strategy: Paris digital factory, 10,000 models in production, partnerships with hyperscalers and Mistral AI. A polished speech with solid figures, but one that stays within the realm of institutional communication—lacking the personal dimension that makes the difference.

Key Points

1TotalEnergies has established a digital factory in Paris with 300 data scientists and AI engineers, deploying over 100 applications and 10,000 AI models in production over five years. This demonstrates that data and AI are now central to the company's operational strategy rather than peripheral technologies.
2The company has connected 3,000 pieces of equipment to AI monitoring systems for predictive maintenance and optimization, with plans to expand significantly. Generative AI assists in root cause analysis of equipment failures, enabling the shift from reactive to predictive maintenance.
3TotalEnergies is launching a strategic research and technology program built on four platforms where data and AI optimize integrated energy systems combining renewable assets, flexible generation (gas plants, batteries), and traditional infrastructure. This approach enables reliable clean power delivery despite renewable variability.
4Strategic partnerships with technology companies (Google, Amazon, Microsoft) provide clean and firm power to data centers while accelerating TotalEnergies' AI development through innovation labs, such as the 2025 partnership with Mistral AI. These partnerships create mutual value for energy and technology sectors.
5Data and people are identified as the two most critical strategic assets for maximizing AI value at TotalEnergies. The company prioritizes talent recruitment, training, and development to maintain competitive advantage in the rapidly evolving energy landscape.