Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.
Snowflake Inc. SNOW dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com ...
Go inside Databricks and how CEO Ali Ghodsi is accelerating growth as he scales, its startup acquisition spree, race to own ...
Andy MacMillan thinks business analysts, not IT and not the vendors, should own the layer where enterprise AI gets its ...
As the depth of agent-driven services in enterprise software stacks now elevates to previously unimagined levels, data ...
David Pogue is a six-time Emmy winner for his stories on "CBS Sunday Morning," where he's been a correspondent since 2002. Pogue hosts the CBS News podcast "Unsung Science." He's also a New York Times ...
The US federal government’s central energy information agency is planning to implement a mandatory nationwide survey of data centers focused on their energy use, according to a letter seen by WIRED.
Data teams building AI agents keep running into the same failure mode. Questions that require joining structured data with unstructured content, sales figures alongside customer reviews or citation ...
CINCINNATI—Late at night, or when her 18-month-old daughter is napping, Jessica Sharp logs onto Chat GPT and asks it to help her in her fight to stop a data center from being built just steps away ...
Democratic senator Elizabeth Warren and Republican senator Josh Hawley are urging the US’s central energy information agency to provide better information on how much electricity data centers actually ...
The Department of Homeland Security is preparing a blanket purchase agreement to ensure the continued operation of its data lakehouse environment and intelligence platform. Sign up for the Potomac ...