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Earnings

Premium: The calm before the Blackwell

A look at NVIDIA's Q325.

AI/ML NVDA
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

22 Nov 2024 • 14 min read

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Earnings

Premium: Snowflake at an inflection point?

A look at Snowflake’s Q325 results.

Data & Analytics AI/ML SNOW
  • muji
    muji
muji 29 Nov 2024 • 19 min read
AI/ML

Premium: NVIDIA's software moves

Product announcements over the summer focused on AI agents and sovereign AI.

NVDA SNOW Databricks AMZN GOOG MSFT NET
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