Snowflake’s title bet references an $80 billion data opportunity, but the number in the Q1 FY27 filing that actually validates the thesis is the size of the contracted backlog. That contracted figure ...

For most of the industry’s history, the lever for semiconductor performance gains was process-node scaling. That is no longer the whole story. As one recent industry analysis put it, advanced ...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

A U.S. official says one of Anthropic’s artificial intelligence models identified vulnerabilities in highly sensitive and ...

At Data + AI Summit, Databricks CEO Ali Ghodsi unveiled LTAP, a new architecture that collapses the 40-year unification ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Snowflake spent eleven years convincing enterprises to trust it with their data, and last ...

Importantly, the update showed a trend of reaccelerating growth. Product revenue rose 34% year over year to $1.33 billion in the fiscal first quarter of 2027 (the period ended April 30, 2026), up from ...

Shares of Snowflake were rocketing toward their biggest-ever gain in early Thursday trading, after the cloud software company beat fiscal first-quarter earnings expectations by a wide margin and ...

Shares in the AI data cloud provider Snowflake Inc (NYSE: SNOW) are surging this morning in premarket trading after the company reported better-than-expected results for its Q1 2027. Here’s what you ...