Snowflake's quiet Natoma buy, alongside a $6B AWS deal, reveals its real ambition: governing what AI agents do, not just storing the data they reach for.
Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.
Snowflake posted its best day ever after boosting guidance and announcing an AI compute deal with Amazon. Finance chief Brian ...
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put ...