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.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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

Welcome to Quality Compounders, the show where we explore the world's most exceptional businesses. Forget the flash-in-the-pan trends and meme stocks. We're diving deep into companies with a proven track record of profitability, rock-solid financials, and enduring competitive advantages. AI is used in production and factual errors may occur. We may be invested in companies that are discussed. For educational and entertainment purposes only, not investment advice.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

Entrepreneurship

Investing

Welcome to Quality Compounders, the show where we explore the world's most exceptional businesses. Forget the flash-in-the-pan trends and meme stocks. We're diving deep into companies with a proven track record of profitability, rock-solid financials, and enduring competitive advantages. AI is used in production and factual errors may occur. We may be invested in companies that are discussed. For educational and entertainment purposes only, not investment advice. Hosted on Acast. See acast.com/privacy for more information.

Welcome to Quality Compounders, the show where we explore the world's most exceptional businesses. Forget the flash-in-the-pan trends and meme stocks. We're diving deep into companies with a proven track record of profitability, rock-solid financials, and enduring competitive advantages. AI is used in production and factual errors may occur. We may be invested in companies that are discussed. For educational and entertainment purposes only, not investment advice. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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

Sign up to save your podcasts

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

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