Snowflake's quiet Natoma buy, alongside a $6B AWS deal, reveals its real ambition: governing what AI agents do, not just storing the data they reach for.
Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.
Rishi Kapoor, Alteryx's global head of partner sales engineering, on why enterprise buyers should care who owns the business ...
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