SAP may be softening its cloud-or-nothing AI stance

We’ve been watching SAP’s AI messaging closely, and a potential policy shift for ECC customers could reshape the talent calculus for organisations still running on-premise. This isn’t just a licensing story.

SAP’s double acquisition signals where the real AI bottleneck sits

Fragmented data has stalled more enterprise AI projects than bad models ever have. SAP’s move to acquire both Dremio and Prior Labs tells us the vendor landscape is finally catching up to what practitioners have known for years: infrastructure beats algorithms when it comes to getting AI into production.