SAP’s Q2 results and the Sapphire roadmap make a blunt counterpoint to the “software is dead” narrative: enterprise software isn’t disappearing — it’s getting smarter, more embedded, and more indispensable. In Q2 2025 SAP reported cloud revenue of €5.13 billion (up 24% year‑over‑year) with its...
SAP’s decision to host a flagship AI-enabled business application inside Amazon Web Services and Microsoft datacenters in Brazil marks a clear escalation of enterprise AI efforts — a move that combines SAP’s application footprint with hyperscaler scale and local data residency, while rewriting...