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13min chapter
Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next
Breaking Analysis with Dave Vellante
Snowflake's Spending Momentum and Data Consolidation Challenges
The chapter discusses the deceleration of spending momentum on Snowflake and the challenges the platform faces in consolidating all data. It explores the rise of Snowpark and debates whether the increased Snowflake consumption is due to replacing lower-cost options or using Python instead of SQL. The chapter also analyzes Snowflake's penetration within AWS, Azure, and Google accounts, highlighting its presence in AWS and Azure but challenges in Google due to reliance on BigQuery.
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Discover
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