The future of AI is real time data…Meantime GPUs are making all the headlines
Breaking Analysis with Dave Vellante
00:00
The Future of AI
I think, Dave, pretty much nailed it. The barriers to entry is hard. Is there a potential startup out there? Maybe. Can they get the magic formula? It's hard. So I think Amazon will continue to buy NVIDIA, like David said, but also try to build it. But that could be a wild card to watch out for. All right, let's shift gears and look at Snowflake quarter and talk about where it fits in AI. We're very, really cautious about the outlook citing more tepid consumption patterns relative to the past. They're doing things like reducing retention policies, which lowers storage costs, and that means lowers revenue. That means less compute,
Transcript
Play full episode
