The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

SAP's cloud backlog rose 23% in the third quarter to 18.8 billion, the company said in an earnings statement published late on Wednesday. "I was pretty optimistic last night, and I'm still optimistic ...

South Africa’s business leaders, technology experts, and SAP partners gathered in Johannesburg on Thursday to examine how cloud, data, and artificial ...