Browsing Tag
Joule
2 posts
SAP (NYSE: SAP) bets €1bn on Prior Labs and Dremio as enterprise AI strategy widens
SAP is spending over €1 billion to build a European frontier AI lab. The harder question is whether tabular models can outflank Microsoft and Snowflake.
May 5, 2026
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
April 25, 2026