Dremio’s sale to SAP signals lakehouse‑only engines can’t handle AI’s federated data needs
Dremio’s sale to SAP highlights a fundamental flaw in lakehouse‑only platforms: they assume all queries run against a single data lake. AI agents, however, need to query across the entire estate in real time, and missing reach produces confident, wrong answers. The deal suggests such architectures won’t survive AI‑driven workloads.