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Author: abromber ✧  😊 😞
Number: of 4 
Subject: Re: SNOW spending to capture AI clients?
Date: 02/09/2024 5:03 PM
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Here is an update from IBD: ""We believe a comprehensive data strategy is a precursor to a gen AI strategy," according to RBC Capital analyst Matthew Hedberg. "As such, we believe Snowflake is well positioned given the large amount of customer data on their platform and new gen AI offerings that should help drive incremental workload utilization. That said, we expect the more material impact on results is likely to come in 2025 and beyond as the new products go into general availability."

https://www.investors.com/news/technology/snowflak...

abromber
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