It will be interesting to see if SAP can turn into the basis for companies that use AI heavily or if companies that use AI heavily will prefer to replace SAP.

Who are the contenders that start fresh with focus on AI?

One that comes to mind is IONOS. They seem to be in the process of building something like a "SAP in the times of AI" from the ground up. Starting with the demands of SMEs. It looks like an interesting approach to me: Having a "knowledge base" for each customer, initially filled with the data from the website. Then let the customers add more data. Then offer agents that do work for the customers. Answer calls and emails and do marketing for example.