SAP WKN: 716460 ISIN: DE0007164600 Forum: Aktien Thema: Hauptdiskussion

Dieser Artikel bestätigt die Aussage des Finanzvorstands: SAP stellt die Agenten bereit, um die komplexe Arbeit zu übernehmen. Andernfalls wäre es zu teuer: 10. Juni 2026 Bank of America C-Suite TMT Conference London, Großbritannien Philipp Herzig, CTO und Mitglied des erweiterten SAP-Vorstands, nahm an einem Kamingespräch im Rahmen der Veranstaltung teil. https://bofa.veracast.com/webcasts/bofa/csuiteTMT2026/idP5yImU.cfm

Short Squeeze?

'REFILE-ANALYSIS-US curbs on AI spur European firms to spread the risk 12:54 22/06/2026 By Leo Marchandon 'French AI and data analytics company ChapsVision, which has won government contracts in France and Germany to replace U.S. rival Palantir, said it uses models ranging from Mistral and Anthropic to OpenAI and Qwen. For ChapsVision, sovereignty means having a credible alternative ready if a key service is cut. Software companies SAP and Sopra Steria agreed resilience comes through diversification, not isolation. IT group Capgemini said most AI providers were adapting their offerings beyond remote access to ease dependency concerns in Europe because the market was too large to lose, although it flagged it was a work in progress. Cost is also emerging as a pressure point. Token costs - the fees charged per unit of information processed - are rising as companies move to systems in which software agents carry out tasks automatically. Orange said executives would be "obsessed with cost per token" by the end of this year, citing Uber as an example of a company that had burned through its 2026 token budget in just four months. Carmaker Renault Group works with Google , Microsoft , Mistral, DeepSeek and Dataiku, using both open-weight and proprietary models, although it says it is not using DeepSeek in a meaningful way yet. "Renault Group already has an in-depth reflection on the cost of AI tokens, which have risen sharply and are pushing us to adapt," a spokesperson said. Rudy Kuhn, a senior executive at German software firm Celonis, whose clients include BMW and Siemens, said companies need to first build the necessary infrastructure to give AI agents context on how their business works before deploying them. "If you do not provide a context model, AI needs to extract every single fact from the data itself," he said. "This will just blow your token bill completely."'

ich denke hier knallt es bald richtig nach unten, da ist doch was faul, möglicherweise übersehen die Bullen hier einiges oder andere wissen mehr

@WolfiPorsche Mein Short bei SAP ist mittlerweile über 100k im Plus. Wo ist also das Thema? Sag es oder du wirst aus dem Forum entfernt . Danke