The future of AI is real time data…Meantime GPUs are making all the headlines
Breaking Analysis with Dave Vellante
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Snowflake's Pervasiveness
I still think my BI market's huge, and I think that's really where there'll be a lot of money. Snowflake wants everything to be in Snowflake. That's a prerequisite so it can govern it. And they're not going to be doing distributed queries unless something new comes along. So all right, let's bring up the next slide, which looks at some of the ETR data on Snowflake. But you can see how it's come down. Back in January 22, Snowflake peaked up in the 80 plus percent. The forest green is spending 6% or more. The gray is flat spending. It's gone up. If you go back to that slide,
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