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Showing posts from April, 2026

SAP Draws a Perimeter around Agentic AI and What That Means for the Rest of US

The most consequential enterprise AI governance document published this year arrived in late April with surprisingly little fanfare. SAP's updated API Policy, version 4/2026 , is a short document in plain English. The clause that is most interesting is Section 2.2.2. It restricts how autonomous and generative AI systems are permitted to interact with SAP APIs. Read literally, it has the potential to change the architecture of agentic AI projects across every SAP customer landscape. Read carefully, it is also more interesting than the lock-in headlines suggest. The policy targets a specific category of AI behavior, not AI as such. It connects to commercial mechanics that go well beyond API stability. And the literal text, in its current form, will probably not survive the next two policy revisions intact. There is a lot to unpack. I will walk through what the policy actually says, how the SAP-watching community is reading it, what the rest of the major enterprise vendors are doin...

The Orchestration Layer in Enterprise AI Just Got Named. It Has a Gemini Logo on It.

What Google Cloud Next 2026 actually told us about the titan pecking order Google Cloud Next 2026 wrapped last week. The official version of the story is the one Google wanted you to read: 260 announcements, 1,302 customer use cases, the Gemini Enterprise Agent Platform, eighth-generation TPUs, a $750 million partner fund, an $240 billion Marketplace backlog. Big numbers. On-message keynote. Tidy "agentic era" framing. The more interesting story is who showed up to validate it, and what Google actually built underneath. Five of the seven enterprise titans I track walked into Las Vegas and announced expanded partnerships that all rest on the same architecture: Gemini Enterprise as the agent control plane, with the titan's product playing the role of premium ingredient. Salesforce . SAP . ServiceNow . Oracle . Adobe . Add Workday and Palantir Technologies to the picture, both adjacent to my titan list but visibly aligned in the same direction. Two titans were no...