Snowflake shows accelerating growth & AI tailwinds with improving margins, but valuation and Databricks competition support a ...

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform ...

Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.

Cloud-based data warehouse company Snowflake is adding more large language model (LLM) capabilities and services related to generative AI to its fully-managed AI service Cortex. Cortex, showcased last ...