Quick and incomplete summary: In recent years Lidl invested heavily in cyber security and cloud computing, first for their own independent infrastructure, but they’re already selling their security and cloud services to other big companies. The video makes the point that eventually they could become a proper competition for Amazon AWS and other services.
Admittedly it was before, during and just after they threw half a billion euros away trying and failing to introduce SAP.
https://www.consultancy.uk/news/18243/lidl-cancels-sap-introduction-having-sunk-500-million-into-it
Yikes, SAP transitions can be absolute shite but turning back around after being half a billion into the slide must’ve hurt.