Bloomberg Technology
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The CEO of SAP, Christian Klein, says there is “not so much demand” for data centers in Europe, and that the continent should focus on winning the artificial intelligence software race. He speaks to Bloomberg’s Tom Mackenzie at the software company’s headquarters in Walldorf, Germany. 00:00 – SAP CEO: Europe Not Out of AI Race…
Bloomberg Technology
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Bloomberg Technology
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@NarutoUzumaki-xf9ys
July 13, 2025 at 10:27 am
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@gostagopalmaity3770
July 13, 2025 at 10:27 am
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@lk.drawing
July 13, 2025 at 10:27 am
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July 13, 2025 at 10:27 am
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@ErenYagdran
July 13, 2025 at 10:28 am
lol, the game is over for europe.
@VikramKumar-p2e4p
July 13, 2025 at 10:28 am
I bought XA68P listening to your advice! Thank you!
@HarshitSheoran-m7f
July 13, 2025 at 10:28 am
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@NaynaChauhan-f5e
July 13, 2025 at 10:28 am
Next millionaire will be who buys $XA68P
@FF_Kthimegoizmi
July 13, 2025 at 10:28 am
$XA68P is making me good profit, just dont know when to sell.
@Nayanmoni-q5u
July 13, 2025 at 10:28 am
Just swapped all of my last ETH and swapped it into XA68P. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
@moritz164
July 13, 2025 at 10:45 am
Not sure wether the Use-Case first mentality is the right approach. Kind of reminds me of German car manufacturers sleeping on investment in EVs. On the other side you already have lots of AI infrastructure providers and it is a high competition, low margin game. Time will show wether Klein is right.
@gunaysoni6792
July 13, 2025 at 10:47 am
Misleading title. What he is saying is to not just focus on infra but also focus on making products/services to create more demand for the infra.
Every tech CEO understands that there is no universe where we need less infra
@raymondmainamugure204
July 13, 2025 at 11:02 am
Europe and Redtape are like Ice and Water-One and the same thing.
@johnmose385
July 13, 2025 at 11:08 am
He’s so wrong it hurts
@sirus312
July 13, 2025 at 11:36 am
6:20 bro is just saying Europe has no big companies. Literally Spotify is carrying EU and that is sad. Very closed mindset, you need to expand compute expand company base and FOSTER COMPETITION. These dinosaur gate keeper companies are going away
@billakis2000
July 13, 2025 at 2:25 pm
Are you serious? There are many huge companies in Europe , SAP is I think the biggest. They are not as big as the American ones but it is a lot better that way.
@jamesigoe
July 13, 2025 at 11:50 am
I can see how much of the popular comments here are calling him foolish, but later market entries sometimes do much better, since they don’t burn through so much cash, and his expertise is the business layer, not the lower-level infrastructure. One can wait and leverage the efficiencies of other’s improvements, as well as companies competing against each other, lowering costs.
@peterl999
July 13, 2025 at 3:01 pm
After listening to this interview, I decided not to invest in SAP stock. This CEO is completely lack of vision. He said he does not see a lot of demand of Data center in Europe, which is a key component in AI Infrastructure and development. He might be right for the moment, but how about in 5 – 10 years? By then, Europe will be lagging behind the AI development, and they will complain US is taking all their business because they have very well developed AI Infrastructure.
@jimstanley8690
July 13, 2025 at 3:04 pm
So what he’s talking about , is typical E.U. Just sponge off the U.S. data infrastructure then tax them .
@maikvoets3628
July 13, 2025 at 3:09 pm
How is his team advising their clients who want to deploy AI workloads? To just call the Google cloud guys?!
@BadWithNames123
July 13, 2025 at 3:15 pm
ridiculous
@Nainara32
July 13, 2025 at 3:18 pm
Klein brushes aside data sovereignty as an “artificial discussion” and then goes on to talk about use of LLMs in the application layer. Without infrastructure, where will you send your highly sensitive personal health information for inference? Who do you trust? UAE? USA? China? These are the places investing in the infrastructure, and in absence of building your own they’re the places your data will need to transit.
@alexanderrose1556
July 13, 2025 at 3:39 pm
So this guy basicly said we shouldnt focus on key infrastructure.. but we should focus on the ONE THING his company just happends to make..
@DustyAdobe
July 13, 2025 at 3:47 pm
Translation – SAP is king of moving innovation into corporations – so he is mostly correct. The EU won’t allow anyone to win. EU demands regulation of models used in the EU – this is the only reason the EU needed its own solutions. The US won’t allow EU censorship.
@jackjack3358
July 13, 2025 at 6:53 pm
Bloomberg, monitor your scam comments. 90% of the comments under this is done by bots.
@alexandersuvorov2002
July 13, 2025 at 8:42 pm
He sounds like Steve Balmer who ridiculed Steve Jobs with iPhone release. So basically he’s saying that SAP shareholders can forget about trillion dollar valuation and invest into the US infra stocks instead.