SAP(US:SAP) Sou Hu Cai Jing·2025-07-07 03:45Group 1 - The CEO of SAP, Christian Klein, argues that Europe does not need to rush into building numerous data centers to compete in the AI sector, contrasting with Nvidia CEO Jensen Huang's recent statements during his visit to Europe [2][3] - Klein expresses skepticism about the necessity of constructing five data centers equipped with top-tier chips, highlighting the significant energy consumption and computational power required for training large language models, which are rapidly being commercialized [3] - He suggests that European industries such as automotive and chemicals should focus on applying AI to enhance their businesses rather than trying to catch up with the US in AI infrastructure [4] Group 2 - Europe is lagging behind the US in AI infrastructure and has not matched the funding commitments from other regions. The US tech companies have announced the "Stargate" initiative, planning to invest up to $500 billion, while the EU has proposed a plan to invest €20 billion (approximately $23 billion) in five AI "super factories" [4] - Klein's stance has shifted from earlier support for the Stargate project, as he now believes that trying to catch up with the US will be a waste of resources [5] - SAP has stated that it will not act as an operator or investor in AI super factory projects but is exploring how to provide technical and software support for potential future projects [6][7]