SAP to Acquire Dremio for Apache Iceberg-Native AI Data Lakehouse
SAP agreed to acquire Dremio, an open Apache Iceberg-native data lakehouse, to unify SAP and non-SAP data and accelerate real-time agentic AI workloads, with closing expected in Q3 2026 pending approvals. US plans to withdraw over 5,000 troops from Germany and impose 25% EU vehicle tariffs, raising headwinds for SAP.
1. SAP to Acquire Dremio
SAP has struck an agreement to acquire Dremio, a leading open data lakehouse platform built on Apache Iceberg, to eliminate data fragmentation and enable real-time analytical and agentic AI workloads across SAP and non-SAP sources. The transaction, with undisclosed terms, is expected to finalize in Q3 2026 subject to regulatory approval.
2. US-Germany Tensions Could Impact SAP
Meanwhile, the US will withdraw more than 5,000 troops from Germany and impose 25% tariffs on EU vehicle imports, measures that could pressure Germany-based technology firms. Potential headwinds include reduced enterprise IT spending and supply chain disruptions affecting SAP’s global operations.