SAP: more efficient AI will drive demand for our AI products
1. SAP anticipates increased demand for AI services due to cost-effective models. 2. China's DeepSeek model could enhance SAP's competitive edge in AI.
FAQ
Why Bullish?
The potential growth in AI demand mirrors previous tech booms, benefiting SAP's stock.
How important is it?
The article highlights significant industry trends that could enhance SAP's market position.
Why Long Term?
Increased AI service adoption may yield sustained revenue growth for SAP over time.