Nvidia and Snowflake Earnings Deepdive: AI Software Growth About to Accelerate?
Quality Compounders · Quality Compounders Podcast
November 21, 202415m 35s
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Show Notes
We summarize the earnings report from Nvidia and Snowflake and discuss how the two companies are related. In particular, we discuss some signs of accelerating AI revenues in the Snowflake report and takeaways for the industry at large.
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