In today’s Cloud Wars Minute, I review SAP's acquisition of Reltio to enhance the Business Data Cloud, expand opportunities for customers, and continue its transformation to being an AI-first, data-first company.

Highlights

00:07 — SAP made a big move to deepen its capabilities around data to power what it's doing in AI, with plans to acquire Reltio. The real goal of this is to be able to fuel SAP's ambitions for agentic AI, particularly as it moves to convert its vast portfolio of enterprise applications to agentic AI applications.

00:58 — This move extends SAP's transformation that has been in-progress for several years now. It's working to shed its enterprise apps reputation and rather be recognized as an AI-first, data-first company.

02:27 — Customers will benefit from capabilities through Reltio to get clean, high-quality data that's fully harmonized, pulling from both SAP and non-SAP systems.

03:03 — SAP has been working hard, leading up to the launch of its data cloud, to bring in more capabilities. This acquisition demonstrates the strategic importance of the SAP Business Data Cloud and enhances what the company is doing with it.

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