Friday, 23 October 2026

6 stories and 3 video reports, filed between 07:49 and 18:10. Times are filing times in Bratislava, not the time of the event.

ERP programmes

Microsoft, Oracle and 3 peers have $2.7 trillion in AI commitments, a study found. None is on balance sheets yet.

Microsoft, Meta, Alphabet, Amazon and Oracle have legally binding leases worth $1.1 trillion, up from $68 billion five years ago, Handelsblatt reported on 22 October.

ERP programmes · Fri 23 Oct, 11:49 · via Handelsblatt · Photo: King of Hearts/Wikimedia, CC BY-SA 3.0

ERP programmes

09:09
SAP puts about 80% of its product-development resources into AI, Handelsblatt reported. The paper says it has brought little revenue so far.
Handelsblatt

AI at work

Security

11:09
Microsoft says hackers aimed AI agents at over 2,250 company Microsoft 365 accounts. Most attempts failed, but some won privileged access.
The Register

Video reports

Founding reader

Welcome back.

Founding reader view. Issue 01 is open in full in this browser. You hear first when membership opens.

Friday, 23 October 2026

Microsoft, Oracle and 3 peers have $2.7 trillion in AI commitments, a study found. None is on balance sheets yet.

ERP programmes

SAP puts about 80% of its product-development resources into AI, Handelsblatt reported. The paper says it has brought little revenue so far.

AI at work

BT says AI tools cut a 14-week bid to three minutes. Its business chief calls agents without a human "a huge decision".

OpenAI said its models will reach 3 clouds in the coming weeks. Procurement teams check whether terms differ.

Barclays bank expects about 5,000 job cuts. Its finance chief tied one group in them to AI, the bank's developers.

Security

Microsoft says hackers aimed AI agents at over 2,250 company Microsoft 365 accounts. Most attempts failed, but some won privileged access.

Video reports

About 80% of SAP's product-development work now goes into AI. Handelsblatt says it has brought little revenue so far.

An NHS ambulance service says Microsoft Copilot helped it send a smaller share of patients to A&E. Rotherham's is now 56%.

Twitter ousted Jack Dorsey in 2008. In 2015 he ran it again.

The day in enterprise software, in one email