SAP stock rises after OpenAI partnership for German public sector

Investing.com -- SAP SE (NYSE:SAP) stock rose 2% following the announcement of a partnership with OpenAI to launch a sovereign AI service for Germany’s public sector.

The collaboration, called "OpenAI for Germany," will combine SAP’s enterprise applications expertise with OpenAI’s AI technology to serve German government institutions. The service will be supported by SAP’s subsidiary Delos Cloud, running on Microsoft Azure technology, with a planned launch in 2026.

The partnership aims to enable millions of public sector employees to use AI while meeting strict data sovereignty, security, and legal standards. SAP plans to expand Delos Cloud infrastructure in Germany to 4000 GPUs for AI workloads, with potential for further investment based on demand.

"Applied AI is what truly creates value. As a Business AI company with decades of experience serving public sector organizations, we believe OpenAI for Germany represents a huge step forward," said Christian Klein, CEO of SAP SE.

OpenAI CEO Sam Altman added that the partnership will "extend this potential to the public sector—helping to improve services and ensuring that the benefits of AI are shared across the country."

The initiative supports Germany’s national AI ambitions, which target AI-driven value creation of up to 10% of GDP by 2030. SAP recently announced an investment of more than €20 billion to strengthen Germany’s digital sovereignty.

The collaboration focuses on helping employees in German governments, administrations, and research institutions accelerate daily work through AI integration into existing workflows for tasks such as records management and administrative data analysis.

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