SAP
SAP SE
stock NYSE ADR

SAP hasn't had QA for 3 decades.

SAP hasn't had QA for 3 decades.

Hey man,
Don't listen to the degenerates — which, let's be honest, is the vast majority of this sub. My portfolio right now: 30% LVMH, 25% Adobe, 20% SAP, 20% Fiserv, 5% ASML.
You might ask why LVMH is my biggest position. I'll keep it simple: luxury has existed since the dawn of humanity. When the hunter-gatherer was draping himself in beads carved from mammoth tusks, that was luxury. Today, wealth expresses itself through accessories but also through experiences. And in that market, LVMH is the best-positioned player — accessories, customer experiences, brand legacy, you name it. LVMH is everywhere in the cultural conversation: in hip-hop (Jay-Z constantly references LVMH), among royalty (think Princess Diana), and among the figures that inspire young people (Victor Wembanyama).
And now everyone's panicking that LVMH brands are losing prestige, when it's the exact opposite. The longer time passes, the *larger* the competitive advantage becomes. And at the helm of this incredible company, we have a family with a long-term vision. What could a shareholder ask for better than a company whose moat widens simply with the passage of time, run by a family that thinks in decades, and a group that has already etched its mark into modern history through culture?
And that's without even getting into the numbers, which are fantastic: since 2019, LVMH has consistently improved its FCF margin and ROCE, and trades below 15x FCF. When I say "consistently," I'm excluding the abnormal post-Covid rebound period, during which luxury exploded. And now we're left with people telling us it's all over and that the group's flagship brands are worthless.

Summary:
\- NVIDIA Open Agent Safety Platform consists of NVIDIA OpenShell open source software and the NVIDIA Sentry reference system design that enables full-stack governance and control across software and the hardware, compute and robotics systems that run agents.
\- OpenShell software provides a secure runtime boundary that traces all actions and enforces policy as agents run on NVIDIA Vera CPUs. As open source software, OpenShell can be extended to work with third-party compute platforms, including those from Arm and Intel.
\- Sentry adds an out-of-band watchdog that runs on NVIDIA BlueField-4 DPUs to continuously monitor agent behavior. Sentry can quarantine agents that attempt to move outside their boundaries in milliseconds.
\- Industry leaders from across the AI ecosystem are joining NVIDIA to strengthen AI safety for every industry across the full stack of infrastructure, software, models and robotics — including Anthropic, Cisco, CrowdStrike, Dell Technologies, Figure, HPE, Hugging Face, JPMorganChase, Microsoft, Palantir, Palo Alto Networks, Perplexity, Red Hat, Salesforce, SAP, Scale AI, ServiceNow and SpaceXAI.

Nvidia is introducing OpenShell software and the Sentry reference system design to let companies set enforceable limits on what AI agents can access and do, with security controls operating outside the agents themselves.
OpenShell, the open-source software layer, controls access to files, tools and external services, protects credentials and records permission decisions. It works with existing agents such as Claude Code, Codex and Hermes without requiring developers to rewrite them.
Sentry adds a separate hardware watchdog running on Nvidia’s BlueField-4 processors. Nvidia says it continuously monitors agent activity from outside the agent’s environment and can quarantine agents attempting to cross their boundaries within milliseconds.
The approach is designed for agents that work for hours or days, write code and interact with business systems. Instead of relying only on the model to follow instructions, the infrastructure limits which actions it can actually carry out.
\*\*Anthropic has collaborated with Nvidia to add protections to Claude Managed Agents, while SpaceXAI is using the platform for Cursor coding agents and Grok models. Salesforce has integrated OpenShell with Slack, and SAP is embedding it into Joule Studio.\*\*
Nvidia says more than 100 organizations are working with the technologies, including Microsoft, CrowdStrike, Cisco, Palo Alto Networks, Palantir and ServiceNow. The effort also extends to robotics, banks and energy infrastructure.
Jensen Huang: “Safety and security require full-stack engineering.”
OpenShell is broadly available, with platform software accessible through Nvidia’s developer resources and GitHub. Sentry is presented as a BlueField-4-based reference system design.