KRAMER & CO. · February 3, 2026
Enterprise AI Agents: How SAP and Oracle Are Taking Different Paths
ORIGINALLY PUBLISHED AT
Kramer & Co.Editorial Note. Analyst contrast piece worth reading for its refusal to pick a winner prematurely. Kramer's framing, that SAP is prioritizing data gravity while Oracle is prioritizing runtime coherence, is a useful diagnostic. Both bets are defensible; buyers will decide by workload rather than by ideology or existing footprint.
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