“Most large SAP estates are not clean, centralized data environments,” he pointed out. “They are brownfield landscapes: SAP data, non-SAP data, legacy warehouses, departmental lakes, regional repositories, acquired systems, partner data, and industry-specific platforms.” While telling these customers that AI-readiness begins with moving everything into one central platform may be good for the vendor, it’s a lot of work for the buyer.
Dremio gives SAP “a more pragmatic story,” Gogia said. “It allows SAP to say: keep more of your data where it is, access it faster, apply more consistent catalogue and semantic controls, and bring it into Business Data Cloud and AI workflows without forcing a major migration program upfront.”
Aman Mahapatra, chief strategy officer for Tribeca Softtech, a New York City-based technology consulting firm, noted that an acquisition of either Snowflake or Databricks would obliterate SAP’s marketing message/sales pitch.
