Caroline Hyde

And I think it will greatly because now the networking, they can sell it even where their GPUs don't go.

So even like ASICs for an Amazon, which are supposed to be growing and taking share away from the NVIDIA GPUs, they're going to plug it with NVIDIA networking.

So that's a new source of revenue, even where they don't have the chips in the servers.

On the East Coast, listen at lunch.

And on the West Coast, listen as soon as you wake up.

Snowflake.

Another of the tech names that released earnings yesterday after the bell.

And as investors look for signs of AI adoption or disruption, its forecast product revenue for the current quarter will be about $1.26 billion.

That's up 27%.

They reported more than 9,000 accounts using Snowflake AI features.

Shares, as you can see, up 3.7%.

Let's bring in Snowflake CEO, Sridhar Ramaswamy.

Sridhar,

I'm reading notes, Mizuho saying bookings were a standout.

They're talking about the seven nine-figure deals that have come.

Where are those deals coming from?

What are those customers demanding of you?

I'm really interested in Codex Code was something that was talked a lot about on the call and people are adopting swiftly.

But that partnership model that you have, the fact that you have integrations with Anthropic, OpenAI, also Google Cloud, but some of these have very good coding tools of their own.

How do you see this ecosystem evolving?