Latest / Cloud Wars Live with Bob Evans
SAP Vs. Oracle: Key Is Agents + AI + Data, Not Infrastructure!
In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech.
Highlights
00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or was the fact that Oracle is in the cloud infrastructure business something that SAP sees as a disadvantage? I think those are entirely the wrong questions.
01:00 — SAP is never going to go in that direction. Where SAP's future is — and what CEO…
The skinny
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