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 has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put ...
Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.
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