Snowflake shows accelerating growth & AI tailwinds with improving margins, but valuation and Databricks competition support a ...

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform ...

Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.

Cloud-based data warehouse company Snowflake is adding more large language model (LLM) capabilities and services related to generative AI to its fully-managed AI service Cortex. Cortex, showcased last ...

Snowflake is all set to deploy powerful language models for complex data work. Today, the company announced it is launching Cortex Analyst, an all-new agentic AI system for self-service analytics, in ...

Databricks is buying Tabular, a small startup that helps companies optimize data they store in the cloud with the Apache Iceberg format. The news comes in the middle of Snowflake's summit, where the ...