News & Insights

Salesforce's Marc Benioff confirmed his company will spend $300 million with Anthropic in 2026 on AI coding agents. The cheque is the signal: every major SaaS vendor now sees AI as where the next decade of value will be created and captured. If you run a serious SAP estate, much will turn on whether you can see what AI agents do inside your business, and govern what they are allowed to do.
At Sapphire 2026, SAP said RISE customers would commit to activating three Joule Assistants in their first year. SAP is betting that trusted data and end-to-end processes will give it an advantage that even the largest AI companies cannot reproduce. For CTOs, the question is whether that advantage earns Joule a central role. Or whether SAP is using its contracts to secure one.
The CEO of SAP, addressing half a million LinkedIn followers earlier this year, was making the case for the Autonomous Enterprise. That's a world where AI agents run business processes end-to-end. Closing periods. Chasing approvals. Reconciling accounts. Acting, in his words, autonomously.
This week, Nvidia bought an open-model library.  AT&T revealed it has walked away from expensive frontier AI for cheaper alternatives.
Only 54% of Americans now drink at all, the lowest in 90 years. The growth left in the industry is in people who barely buy a drink. Lewis's answer: put Diageo's premium spirits into cans, and make it easy for them to say yes. Different production runs, packaging, retail listings, demand forecasting. SAP can handle it. Acting on it, fast, is down to Dave.
Strong numbers now, real adoption figures to follow. It's how you win a market that runs on trust.