We believe Snowflake could benefit from the highly cost-effective Chinese AI model, given the potential for wider AI ...
Sridhar Ramaswamy has a war cabinet of workers and frequently gets into quarrels with staffers over AI ambition.
Like many other specialized software names, Snowflake has largely shrugged off the broader tech market sell-off following the unveiling of the Chinese AI model DeepSeek. In fact, we believe ...
Let’s call DeepSeek the plot twist the AI world didn ... Neeva was acquired by Snowflake in 2023, a move that ushered him to the position of CEO earlier this year. As someone committed to ...
DeepSeek has caused a permanent reset in how AI development will unfold in coming years. At least that's the take from Snowflake (SNOW) CEO Sridhar Ramaswamy, whose data storage company provides ...
The big news to watch next week, besides whatever new madness happens on the political front, is Nvidia earnings, whose stock actually was knocked for a loop by DeepSeek. Also on the docket are big ...
Performance-wise, Nvidia shares are down by a stunning 13% on the week as investors digest all things DeepSeek. "Other model training companies, including Snowflake, are going to be engaged in ...
Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, YouTube or wherever you find your favorite podcasts. Let’s call DeepSeek the plot twist the AI world didn’t see coming.
As DeepSeek continues to capture AI whimsy and attention, what it means for investors and the markets is key. Snowflake's CEO Sridhar Ramaswamy shared a few tidbits on the Opening Bid podcast.
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