
10月22日:SAP首席财务官周四告诉路透社,客户越来越多地询问其商业软件中的人工智能是在何处构建的,出口管制和欧洲的主权辩论如今正在影响那些过去仅凭价格和性能做出的决策。
Oct 22 : Customers are increasingly asking where the AI inside their business software was built, SAP's finance chief told Reuters on Thursday, with export controls and Europe's sovereignty debate now shaping decisions once made on price and performance alone.
“该模型使用的数据会不会被输送出去,最终流向不该流向的地方?”Dominik Asam在采访中说道,并描述了SAP经常听到的一个客户问题。他补充说,在同时应付多个AI模型时,理解企业在技术治理方面的精确要求已成为一门艺术。
"Could data used by that model be channelled out to end up in places where it shouldn't end up?" Dominik Asam said in the interview, describing a client question SAP regularly hears. It has become an art form to understand companies' precise requirements over technology governance when juggling several AI models, he added.
SAP是欧洲市值最高的科技公司,它将来自不同供应商的70多个模型嵌入其软件中,这些软件为世界上许多最大型公司运行会计和供应链,这是一种战略选择,即对市场保持不偏不倚,而非内部构建自己的模型。
SAP, Europe's most valuable tech company, embeds more than 70 models from various providers into its software that runs accounting and supply chains at many of the world's largest companies, a strategic choice to be agnostic on the market rather than internally build its own models.
但对客户来说,AI来自哪里很重要。Asam说,美国客户可能不会接受用中国模型开发的组件,而其他客户的后台工作,包括SAP自身的后台工作,可以运行在开源权重软件上,“无论它来自哪里”。
But for clients, where the AI comes from matters. A US customer may not accept components developed with Chinese models, while others' back-office work, including SAP's own, can run on open-weight software "from wherever it comes from", Asam said.
“如果你是一个大国的国防部,你对此的看法会与一家夫妻店不同。”Asam说,欧洲关于美国云基础设施中可能存在“终止开关”的辩论也助长了主权替代方案的市场。他说,SAP最近与政府和国防承包商签署了协议,并倾向于获得来自各个地区(包括欧洲和加拿大)的模型,以便为此类客户提供灵活的产品组合。
"If you're a Department of Defense of a large nation, you will think about that differently as opposed to a mom-and-pop shop." European debate over a possible "kill switch" in US cloud infrastructure has also fed the market for sovereign alternatives, Asam said. SAP has recently signed deals with governments and defence contractors, and prefers access to models from every region, including Europe and Canada, so it can offer a flexible portfolio to such clients, he said.
当被问及本周的PHP漏洞披露是否波及SAP时,Asam表示,该公司正在使用前沿AI模型来攻击和测试自己的产品,赶在任何人之前发现漏洞。
Asked whether this week's PHP vulnerability disclosures had touched SAP, Asam said the company was using frontier AI models to attack and test its own products before anyone else could do it.
“任何说自己没有任何漏洞的人都是在骗你,”他说,但拒绝对此类筛查的结果发表评论。
"Anyone who says I don't have any vulnerabilities would lie to you," he said, while declining to comment on findings of such screenings.