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Nvidia and Snowflake Earnings Deepdive: AI Software Growth About to Accelerate?

Nvidia and Snowflake Earnings Deepdive: AI Software Growth About to Accelerate?

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 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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