Business Data Cloud (BDC)

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SAP opens data pipeline to Google Cloud
Yahoo Finance· 2025-10-08 14:35
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: SAP connected its Business Data Cloud platform to Google Cloud’s BigQuery data warehouse, the company said in a Monday announcement. The pipeline, called BDC Connect, allows customers to port data across two environments for analytics and AI functions, according to the release. SAP BDC Connect for Google BigQuery is the first hyperscaler integration. “We’re m ...
从阿里、SAP合作,看资本市场的AI“确定性”逻辑
Hua Er Jie Jian Wen· 2025-05-28 03:10
Core Insights - The collaboration between Alibaba and SAP marks a significant partnership between a Chinese tech giant and a European software leader, focusing on AI integration and market expansion [1][15][16] - SAP has seen a remarkable increase in its market value, becoming the highest-valued company in Europe, driven by strong AI business growth [2][4] - The contrasting performance of SAP and the overall German economy raises questions about the disconnect between high-performing tech stocks and macroeconomic fundamentals [4][13] SAP's AI Strategy - SAP's AI strategy is supported by innovative products like Joule, which aims to enhance user productivity by 30% and reduce migration time to SAP Business Suite by 35% [5][10] - The Business Data Cloud (BDC) serves as the data foundation for SAP's AI initiatives, with a projected market size of $300 billion by 2028 and a compound annual growth rate of 24% [6][8] - SAP's ambition extends beyond individual products, aiming to establish itself as a leader in "Suite as a Service" with a comprehensive AI ecosystem [8][9] Financial Performance and Projections - SAP's AI initiatives are expected to significantly boost its cloud service revenues, with a potential increase from €11 billion in support services to over five times that amount in cloud revenues [10][11] - Analysts predict a 17-20% growth in SAP's earnings per share (EPS) for the fiscal year 2026/2027, driven by AI [11][12] Market Response and Analyst Consensus - Positive market feedback was evident during SAP's Sapphire annual conference, with strong attendance and favorable partner responses [12] - Analysts from Morgan Stanley and Bank of America express confidence in SAP's growth potential, citing its robust product pipeline and AI narrative as key drivers of valuation [12][18] Future Collaboration and Market Impact - The partnership between Alibaba and SAP aims to create tailored AI solutions for markets in China, Southeast Asia, the Middle East, and Africa, potentially accelerating the AI transformation of traditional industries [16][18] - This collaboration reflects a broader trend of companies seeking to share innovation risks in the increasingly complex landscape of AI technology [18]
从阿里、SAP合作,看资本市场的AI“确定性”逻辑
硬AI· 2025-05-28 02:32
Core Viewpoint - The collaboration between Alibaba and SAP exemplifies the power of AI in driving market capitalization growth despite macroeconomic challenges, highlighting AI as a key narrative in capital markets [2][21]. Group 1: SAP's Performance and Market Impact - SAP has become the highest-valued company in Europe, with its stock price increasing by 25% year-to-date and 60% over the past 12 months, surpassing €300 billion in market capitalization [7][10]. - The strong performance of SAP has significantly contributed to the DAX index, which has seen an 18.85% increase in 2024 and a 15.96% rise in early 2025 [10]. - Despite SAP's success, the German economy is facing challenges, with a 0.2% contraction in 2024 and stagnation expected in 2025, raising questions about the disconnect between SAP's performance and the broader economic environment [10][18]. Group 2: SAP's AI Strategy - SAP's AI strategy includes the launch of Joule, a generative AI tool aimed at enhancing user productivity by 30%, and Business Data Cloud (BDC), which integrates and manages vast amounts of data [11][12]. - The market for BDC is projected to reach $300 billion by 2028, with a compound annual growth rate of 24%, indicating strong demand for SAP's AI solutions [12]. - SAP's AI initiatives are designed to transform its business model, with expectations of converting €11 billion in support service revenue into over five times that in cloud service revenue [14]. Group 3: Market Reception and Analyst Consensus - Positive market feedback was evident at the Sapphire annual conference, with analysts expressing increased confidence in SAP's growth potential and revenue acceleration [16]. - Analysts from Morgan Stanley and Bank of America have highlighted SAP's strong product pipeline and the attractiveness of its AI narrative, supporting a favorable valuation outlook [16][21]. - SAP's global operations and AI-enhanced solutions address common challenges faced by enterprises worldwide, indicating that its growth is not solely tied to the German economy [17]. Group 4: Future Collaboration between Alibaba and SAP - The partnership between Alibaba and SAP will initially focus on technology integration and market expansion, particularly in China and Southeast Asia [20]. - This collaboration aims to create tailored, scalable, and secure AI solutions for regional markets, potentially accelerating the AI adoption in traditional industries [20]. - The alliance reflects a broader trend of cooperation in AI development, which is becoming essential for sharing innovation risks in a complex technological landscape [21].