It seems every single comment in the thread is understanding "cloud" here to mean AWS vs Hetzner. But it's clear from the first paragraph of the article that what they actually mean is MS 365 Dynamics vs SAP. They primarily want a managed ERP + CRM solution, not servers.
I will be servers as well. Eurostack cloud providers. We are involved in one of these - a large car company doing the same.
As far as I know SAP is more capable and widespread, so I don’t know why they were using Microsoft in the first place.
SAP needs servers though, if they buy SAP hosted in AWS that kind of defeats the purpose.
Cloud must be the most uselessly overloaded term ever. I have no way of knowing what you are actually talking about when you use it.