Jefferies says Snowflake (SNOW) could rerate higher after Databricks’ $188B valuation, citing revenue multiples and AI/GPU ...

Databricks’ acquisition of Tabular puts new pressure on competitors such as Snowflake and Confluent as cloud data management rises in importance as a technology necessary for AI initiatives. Last week ...

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 ...

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is ...

The Coatue-led round gives co-founder Ali Ghodsi more money for AI products and acquisitions—and more freedom to remain ...

Snowflake and Databricks are surely similar companies. While each positions itself a bit differently, both provide data storage, processing and governance in a cloud context. Both are holding customer ...

Snowflake stock has climbed some 85% since Sridhar Ramaswamy became CEO in early 2024 amid the software maker's refocused AI ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More This is the second of a two-part series. Read part 1 dissecting how ...

Join the event trusted by enterprise leaders for nearly two decades. VB Transform brings together the people building real enterprise AI strategy. Learn more The heated competition between enterprise ...

AI success depends on whether enterprise data is ready, reachable, and close enough to the workloads that need it. In this eSpeaks episode, Dell Technologies’ Vrashank Jain explains why fragmented ...