# Oppenheimer Sees Microsoft, Oracle and SAP as Potential AI Winners

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/53223
Published: 2026-11-10T16:44:19.000Z
Updated: 2026-11-10T16:44:19.000Z
Section: Business

> The assessment pointed to results from a recent survey of 449 IT buyers.

Oppenheimer sees Microsoft, Oracle and SAP among enterprise software companies that may benefit from artificial intelligence, pointing to results from a recent survey of 449 IT buyers. The assessment was made Monday, Nov. 9.

The view places the three companies among a broader group of enterprise software businesses that could benefit from AI.