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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 Busin
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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 Busin
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