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SAP Business Data Cloud and AI Demand Highlights Investment Case Shift

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In August 2026, SNP SE appointed former SAP executive Neeraj Athalye as Managing Director for India. SAP also pointed to SAP Business Data Cloud and AI agents in recent large enterprise deals and at a technology leadership summit. Business Data Cloud featured in over 90% of SAP’s 50 largest second-quarter deals, supporting demand momentum, though the piece says near-term catalysts and risks from execution complexity remain largely unchanged.

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