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$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform. Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come together.

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Shay Boloor

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60,407 просмотров • 4 месяцев назад •via X (Twitter)

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$SNOW is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, analytics and governance as agent activity scales. That creates the real flywheel where AI products like Cortex and CoCo can pull more workloads onto the platform while the underlying company data and permissions become harder to replace than the models themselves.
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$SNOW is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, analytics and governance as agent activity scales. That creates the real flywheel where AI products like Cortex and CoCo can pull more workloads onto the platform while the underlying company data and permissions become harder to replace than the models themselves.

Shay Boloor

59,750 просмотров • 1 месяц назад

$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.
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$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.

Shay Boloor

62,547 просмотров • 1 месяц назад

$ZS built Zero Trust around securing human access but AI is expanding that problem to data workloads and autonomous agents making far more connections across the enterprise. The upside is that Data Security Branch and AI become large enough to offset ZIA/ZPA maturation.
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$ZS built Zero Trust around securing human access but AI is expanding that problem to data workloads and autonomous agents making far more connections across the enterprise. The upside is that Data Security Branch and AI become large enough to offset ZIA/ZPA maturation.

Shay Boloor

35,486 просмотров • 1 месяц назад

$SNOW is becoming the place where enterprise information lives and layer that decides how agents and models interact with it. That position gets more valuable as models become cheaper and more interchangeable since the value shifts toward proprietary data and governed context underneath them. Thats already showing up in the numbers with management saying half of recent acceleration comes from new AI products and half from additional Snowflake consumption they drive helping product revenue growth reach 37%.
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$SNOW is becoming the place where enterprise information lives and layer that decides how agents and models interact with it. That position gets more valuable as models become cheaper and more interchangeable since the value shifts toward proprietary data and governed context underneath them. Thats already showing up in the numbers with management saying half of recent acceleration comes from new AI products and half from additional Snowflake consumption they drive helping product revenue growth reach 37%.

Shay Boloor

106,643 просмотров • 1 месяц назад

General AI is already a dated concept. ThinkingAI connects an entire business ecosystem through MCP, pulling data, tools, and workflows into a single execution layer. Not isolated AI tools working separately. Coordinated agent systems triggering real actions across the whole operation. The shift is from using AI to running on it. Every company becomes an AI-powered system built on custom agent teams through the ThinkingAI Agentic Engine.
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General AI is already a dated concept. ThinkingAI connects an entire business ecosystem through MCP, pulling data, tools, and workflows into a single execution layer. Not isolated AI tools working separately. Coordinated agent systems triggering real actions across the whole operation. The shift is from using AI to running on it. Every company becomes an AI-powered system built on custom agent teams through the ThinkingAI Agentic Engine.

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WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
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WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

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399,438 просмотров • 5 месяцев назад

Announcing Superblocks on Snowflake: Secure Enterprise Vibe Coding on the AI Data Cloud This couldn't be more timely. Vibe coding is exploding inside the enterprise. It’s also becoming the fastest path to a data breach. Every CEO is trying to accelerate adoption of vibe coding for business users automate, without blocking on engineering. Every VP of Data and CIO is trying to figure out how to lock down their data, harden their permissions, and gain centralized visibility. That’s exactly what this partnership unlocks. Superblocks becomes the enterprise platform for governed vibe coding across business teams, deeply embedded within Snowflake: > Snowflake Postgres becomes your secure vibe coding database. Superblocks spins it up in every app for fast writes and net new operational workflow data >Snowflake Cortex becomes the inference engine for Superblocks. Your prompts and vibe coded AI features run within your trusted security perimeter >Snowflake Warehouse governance is enforced. AI apps use federated token passthrough so your existing row level access policies, dynamic data masking, tag-based-access controls are respected “With Superblocks on Snowflake, any business team can safely build AI applications governed on their Snowflake data. It’s a dream come true.” -Unmesh Jagtap, Director of Product, Snowflake Now enterprises can stop playing whack-a-mole, and move your organization past the AI prototype graveyard. If you’re a Snowflake customer, book a demo (link in comments) Thanks to the Snowflake team for the partnership: Christian Kleinerman, Vivek Raghunathan, Bala Kasiviswanathan, Unmesh Jagtap, and Myles Borins for helping shape how the industry democratizes governed AI app development while centralizing control on the AI Data Cloud.
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Announcing Superblocks on Snowflake: Secure Enterprise Vibe Coding on the AI Data Cloud This couldn't be more timely. Vibe coding is exploding inside the enterprise. It’s also becoming the fastest path to a data breach. Every CEO is trying to accelerate adoption of vibe coding for business users automate, without blocking on engineering. Every VP of Data and CIO is trying to figure out how to lock down their data, harden their permissions, and gain centralized visibility. That’s exactly what this partnership unlocks. Superblocks becomes the enterprise platform for governed vibe coding across business teams, deeply embedded within Snowflake: > Snowflake Postgres becomes your secure vibe coding database. Superblocks spins it up in every app for fast writes and net new operational workflow data >Snowflake Cortex becomes the inference engine for Superblocks. Your prompts and vibe coded AI features run within your trusted security perimeter >Snowflake Warehouse governance is enforced. AI apps use federated token passthrough so your existing row level access policies, dynamic data masking, tag-based-access controls are respected “With Superblocks on Snowflake, any business team can safely build AI applications governed on their Snowflake data. It’s a dream come true.” -Unmesh Jagtap, Director of Product, Snowflake Now enterprises can stop playing whack-a-mole, and move your organization past the AI prototype graveyard. If you’re a Snowflake customer, book a demo (link in comments) Thanks to the Snowflake team for the partnership: Christian Kleinerman, Vivek Raghunathan, Bala Kasiviswanathan, Unmesh Jagtap, and Myles Borins for helping shape how the industry democratizes governed AI app development while centralizing control on the AI Data Cloud.

Brad Menezes

13,271 просмотров • 5 месяцев назад

Introducing PulseAI, where your data is your knowledge. PulseAI Platform is an agent-to-silicon AI infrastructure platform built to keep your data secure and sovereign, enabling the next AI enterprise. Offered in form factors for every stage of enterprise AI, PulseAI enables enterprise from initial pilot to hyperscale. Combining Gruve's AI-native services with NVIDIA-powered GPU architectures, it scales from 16 RTX 6000 PRO to 2,048 B300 GPUs, with security, storage, and compute integrated. The next enterprise is built on its own data and intelligence. We are here to enable it. Book your consultation: Read more on PulseAI from our Chief AI & Technology Officer Matt Robinson:
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Introducing PulseAI, where your data is your knowledge. PulseAI Platform is an agent-to-silicon AI infrastructure platform built to keep your data secure and sovereign, enabling the next AI enterprise. Offered in form factors for every stage of enterprise AI, PulseAI enables enterprise from initial pilot to hyperscale. Combining Gruve's AI-native services with NVIDIA-powered GPU architectures, it scales from 16 RTX 6000 PRO to 2,048 B300 GPUs, with security, storage, and compute integrated. The next enterprise is built on its own data and intelligence. We are here to enable it. Book your consultation: Read more on PulseAI from our Chief AI & Technology Officer Matt Robinson:

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HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET
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HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

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"We still need a layer that can bring the power of those models into the real workflows in the enterprise. And this is the opportunity for the applied AI layer." Aaron Levie on CNBC on why model progress alone is not enough, and why the companies bridging AI breakthroughs into real enterprise workflows are where the next years of value get created.
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"We still need a layer that can bring the power of those models into the real workflows in the enterprise. And this is the opportunity for the applied AI layer." Aaron Levie on CNBC on why model progress alone is not enough, and why the companies bridging AI breakthroughs into real enterprise workflows are where the next years of value get created.

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We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:
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We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:

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Today, Story becomes The DATA Foundation. $IP is now $DATA. The Story Network is now DATA Network, tracking 1B+ data records with a singular mission: to become the trust layer for all AI training data. Welcome to The DATA Foundation.
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Today, Story becomes The DATA Foundation. $IP is now $DATA. The Story Network is now DATA Network, tracking 1B+ data records with a singular mission: to become the trust layer for all AI training data. Welcome to The DATA Foundation.

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NeurochainAI is the all-in-one platform for developers to build AI dApps including GPU DePIN, Data Layer, and AI model layer. But what does it actually mean? AI is a $1.8 trillion industry, and NeurochainAI is tapping into 1% of that - as an infrastructure of interconnected GPUs, AI models, and data. Even simpler? Think of us as Ethereum for AI🧠🌐

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Bharat is investing across the full AI value chain! ➡️From applications & models to semiconductor chips, data centres, and energy - every layer of the AI stack is being strengthened. 📍Rajasthan Regional AI Impact Conference 2026
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Bharat is investing across the full AI value chain! ➡️From applications & models to semiconductor chips, data centres, and energy - every layer of the AI stack is being strengthened. 📍Rajasthan Regional AI Impact Conference 2026

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Don’t DIY your AI: building a custom Agentforce agent is as simple as describing the job and integrating it directly into your workflow—no separate models, hyperscalers, databases, or AI engineers needed! With all apps, data, AI, and workflows seamlessly integrated on the Salesforce Platform, humans + agents = customer success. This is what AI was meant to be! #DF24

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$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.
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$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.

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36,607 просмотров • 4 месяцев назад

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Larry Ellison basically explained why OpenAI is positioned to win the AI race. Today’s models all trained on the same thing: public data. The internet. Books. Papers. General knowledge. Impressive, but capped. Ellison’s point: peak value only comes when AI is trained on private data. That’s where OpenAI is moving: • partnerships with universities to work with unpublished research • experts teaching models real job tasks, not just theory • deep access to how science, medicine, law, and finance actually work Public data makes AI smart. Private data makes it decisive. The next AI leap won’t come from reading more of the internet. It’ll come from being invited behind the curtain. That’s the real moat.

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Enterprise AI hits its ceiling at the data layer. Storage bandwidth, data orchestration, and GPU efficiency are where the token economy is actually won or lost. Patrick Moorhead and Daniel Newman sat down with Dell Technologies ISG CTO Ihab Tarazi and Jason Hardy VP NVIDIA at Dell Technologies World 2026, to break down the Dell AI Data Platform, Exascale Storage, and what co-engineering actually means for enterprise AI at scale.
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Enterprise AI hits its ceiling at the data layer. Storage bandwidth, data orchestration, and GPU efficiency are where the token economy is actually won or lost. Patrick Moorhead and Daniel Newman sat down with Dell Technologies ISG CTO Ihab Tarazi and Jason Hardy VP NVIDIA at Dell Technologies World 2026, to break down the Dell AI Data Platform, Exascale Storage, and what co-engineering actually means for enterprise AI at scale.

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