SAP = Data Company + AI + Apps → Intelligent Enterprise

In today's Cloud Wars Minute, I explore how SAP is finally
delivering on its intelligent enterprise vision through AI, data,
and role-based agents.


Highlights


00:14 — I’ve spent the last couple of days at
SAP Connect, and I think one of the key things that came out of
was this: SAP can now legitimately be called a data company. But
the key now is that it's fusing data (data it's gathered across
its applications for half a century, some of the richest
enterprise data stores in the world) with AI.


01:28 — At the heart is its Business Data Cloud.
Executive Board Member and Head of Products and Engineering,
Muhammad Alam, said the Business Data Cloud is one of the
fastest-growing products SAP has had, at least in recent years.
He also noted that a huge percentage of SAP customers are already
using the Data Cloud, pulling together applications, agents, and
assistants.


02:14 — SAP's not trying to engage in an “arms
race” over who has more agents. Instead, it wants to make it
incredibly easy for customers to use SAP’s agents—or build their
own. As the assistant gets to know a user’s decision-making
style, it will begin to take more initiative. SAP also made it
clear that its a strong future for applications—but only if
they’re supercharged by agents.


03:28 — We’ve heard a lot, both from SAP and
other companies about the intelligent enterprise. But what SAP
did at this Connect event was very specifically show that this
isn’t just deep tech. It’s about business value—for finance, ERP,
HR, procurement, supply chain, and more.


04:17 — Many of SAP’s acquisitions from 10–12
years ago are finally harmonized. That’s why I believe the
combined power of SAP’s data, applications, and AI is
significant—but at the heart of it is the Business Data Cloud. As
we move deeper into the AI revolution, it’s important to
recognize SAP can now say: “Yes, we are a data company. And we
are also an applications and AI company.”


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