Showing posts from SAP tag
Agent infrastructure day: observability standardization, commerce rails, and a compute-price contradiction
The day's heaviest material sits inside Claude's parent company - $16.8 billion of Q3 revenue, $413 billion of contractual obligations, and native OpenTelemetry …
SAP Customers Rebel on Cloud, Anthropic Dumps Git, and ClickHouse Chases 32ms
European enterprises are openly pushing back against SAP's cloud-only roadmap, with 54% of DSAG members still anchored to legacy ERP systems ahead of the 2027 …
Inference Deflation Meets a $20bn Revenue Haircut
OpenAI marking its own annualised revenue down to about $50bn from a prior $70bn estimate is the day's only hard number, and it lands mid-price-war. Anthropic's …
Anthropic drops Haiku 5.5, Microsoft splits Copilot inference, and SAP adds USDC settlement
Anthropic launched Claude Haiku 5.5, cutting operating costs by 75% compared to Haiku 4.5 while adding dynamic effort controls and beating older mid-tier models …