The future of AI is real time data…Meantime GPUs are making all the headlines
Breaking Analysis with Dave Vellante
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Databricks: A Long-Term Trend?
There's not a lot of churn. It's a market slowdown on spending, given the economic headwinds. When you have these big market movements like AI right now that's hyped up, it tends to freeze the buyer market. I don't think it's such a snowplace going away. They've got a great business model. Databricks has gotten traction in the open source community. Their products have been getting more robust. And so I think they're just taking territory naturally because they have a fit with the market and Amazon.
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