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Aoris Investment Management noted that SAP (SAP) is monetizing AI through Joule AI and Business Data Cloud, which is expected to increase customer spending by 20% or more.
Aoris Investment Management, in its Q2 2026 investor letter, highlighted that SAP (NYSE:SAP)'s system value will be enhanced by AI. The company is leveraging tools such as the Joule AI agent and Business Data Cloud to provide additional services to customers, utilizing accurate data, business context, and existing workflows. This is expected to increase customer spending by 20% or more.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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