Is SAP (XTRA:SAP) Quietly Recasting Its Moat Through AI Partnerships And Cloud ERP Migrations?
In recent days, SAP has been in focus as it advances cloud, AI, and sustainability offerings, including a new data-sharing collaboration with Snowflake, continued S/4HANA cloud migrations ahead of ECC support ending in 2027, and the appointment of David Robinson as president of SAP North America. These developments collectively underscore SAP’s push to embed AI into core ERP and sustainability tools while deepening its role in customers’ long-term digital and environmental transformation...
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