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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