格隆汇9月26日｜OpenAI首席执行官萨姆·奥特曼在社交平台发帖称，与SAP和微软合作在德国推出一款 主权云服务，很开心；帮助政府使用我们的前沿模型对我们来说很重要。 ...

Core Insights - SAP is under formal investigation by the European Commission regarding its maintenance and support services for ERP software, with concerns that these practices may restrict competition in the market [5][4] - The investigation highlights long-standing issues noted by tech executives, particularly regarding SAP's push towards subscription-based cloud products [3] Investigation Details - The European Commission is examining four specific practices by SAP that may hinder competition in the aftermarket for maintenance and support services [4] - The practices under scrutiny include: - Requiring customers to obtain maintenance and support services directly from SAP, limiting their ability to choose from various suppliers [6] - Preventing customers from terminating maintenance and support for unused software licenses, leading to unnecessary costs [6] - Regularly extending the duration of initial on-premises ERP licenses, complicating the cancellation of maintenance and support services [6] - Imposing reinstatement and back-maintenance fees on customers who resume services after a lapse [6] Company Response - SAP has stated that it does not expect the investigation to materially impact its financial performance and is cooperating with the European Commission to address the concerns raised [5]

Core Viewpoint - The European Commission has initiated an antitrust investigation into SAP, focusing on concerns that the company's practices may have distorted competition in the software market, particularly regarding its Enterprise Resource Planning (ERP) solutions [3][4][6]. Group 1: Investigation Details - The investigation is centered on four specific practices of SAP, including the restriction on customers' ability to terminate maintenance and support services for unused software licenses, potentially leading to unnecessary costs for customers [6][7]. - The EU's antitrust chief, Teresa Ribera, expressed concerns that SAP's practices may limit competition, resulting in fewer choices and higher costs for European customers [4][6]. Group 2: Company Response and Implications - SAP has stated that it believes its actions comply with competition rules and is working closely with the EU Commission to address the raised issues, aiming for a swift resolution [4][5]. - The company faces the risk of a fine of up to 10% of its global annual turnover if found in violation of EU competition laws [5].

Core Viewpoint - The European Union has initiated an antitrust investigation into SAP SE to determine if the company's local deployment maintenance and support services for its ERP software distort market competition [1][2] Group 1: Investigation Details - The investigation focuses on whether SAP's business practices hinder customers from choosing alternative suppliers that offer lower-priced services [1] - EU Competition Commissioner Teresa Ribera expressed concerns that SAP may be making it difficult for competitors to enter the market, potentially leading to reduced choices and increased costs for European customers [1] Group 2: Company Response and Market Impact - SAP stated that its business policies adhere to long-standing standards in the global software industry and that the investigation will not significantly impact its financial performance [1] - Following the announcement of the investigation, SAP's stock fell approximately 1.6%, along with a general decline in the stock prices of its peers [2] Group 3: Industry Context - The investigation parallels a previous case involving Microsoft, which faced scrutiny for bundling its Teams application with Office, leading to commitments to separate the two [2] - Prior to the investigation, SAP announced partnerships with OpenAI and Amazon AWS to expand its "digital sovereignty" services to European governments [2] - SAP's cloud business sales are projected to reach nearly €22 billion, nearly three times its 2019 levels, as the company adapts to cloud computing and generative AI challenges [2]

Core Viewpoint - The European Union has initiated an investigation into SAP SE to determine if the company has engaged in anti-competitive practices in the market for on-premise maintenance and support services [1] Group 1 - The investigation focuses on whether SAP SE restricted competition in its service offerings related to on-premise software [1]

Core Viewpoint - The European Commission has initiated an antitrust investigation into SAP, focusing on potential competition distortion in software support services [1][2] Group 1: Investigation Details - The investigation will evaluate whether SAP has distorted competition in the aftermarket for maintenance and support services related to its on-premises software [1] - SAP has stated that it believes its policies and actions comply with EU competition rules [1] Group 2: Company Response and Market Impact - SAP is taking the issues raised seriously and is collaborating with the EU Commission to address them [2] - The company does not expect the engagement with the European Commission to have a material impact on its financial performance [2] - SAP's market capitalization is approximately 282 billion euros ($331 billion), and its shares fell by 1.4% on the day of the announcement [2]

Core Insights - SAP and OpenAI have partnered to launch "OpenAI for Germany," focusing on enhancing AI capabilities in the public sector of Germany [1][2] - The service is set to roll out in 2026, targeting government departments, administrative bodies, and research institutions [2] - The initiative aims to integrate AI into public sector workflows, automating processes like records management and data analytics [3][4] Company and Industry Developments - The partnership will utilize SAP's Delos Cloud and Microsoft Azure infrastructure, ensuring compliance with German data sovereignty and security regulations [1][4] - SAP plans to scale Delos Cloud's infrastructure to support up to 4,000 GPUs for dedicated AI workloads in Germany [4] - Future expansion of the AI platform may occur based on demand and regulatory developments, with potential investments in AI capacity [5] - The initiative aligns with Germany's Federal Government High-Tech Agenda, which aims for a 10% GDP contribution from AI-related activities by 2030 [6] - The "Made for Germany" initiative, supported by 61 companies including SAP, has committed over €631 billion ($742.2 billion) to foster growth in digital and technological sectors [7]

格隆汇9月25日｜SAP欧股股价跌超2%，此前欧盟委员会就SAP可能存在的反竞争行为展开调查。 ...

SAP has been hit by a European Union antitrust probe into whether the German software giant distorted competition for maintenance and support services related to a management program it sells https://t.co/ya2ytjuWtj ...

Core Viewpoint - The European Commission has initiated an investigation into potential anticompetitive practices by SAP, the largest software maker in Europe, concerning its widely used business management software [1] Group 1 - The investigation focuses on SAP's business management software, which is popular among enterprises [1] - The European Commission's action indicates a regulatory scrutiny of major software companies in Europe [1]