This chapter discusses the performance and growth of Snowflake, highlighting its strong customer relationships, growth potential, and the increase in large customers and marketplace listings. It also compares Snowflake's growth to that of NVIDIA in the enterprise software and cloud spend market.
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.
(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.
Companies discussed: NVDA, AMD, INTC, SNOW
Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd
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