Mandeep Singh

I think where they're going with this is they think the physical AI would be a much bigger opportunity.

And you're not going to be able to do that just by focusing on the server and the data center market.

So they really want to expand into other areas to build that ecosystem where they have a PC footprint.

I think where they're going with this is they think the physical AI would be a much bigger opportunity.

And you're not going to be able to do that just by focusing on the server and the data center market.

So they really want to expand into other areas to build that ecosystem where they have a PC footprint.

This was a company that was growing, you know, mid to high single digit and suddenly they are guiding to 50% growth.

So, you know, and it goes back, you know, probably 25 years back in 2000, they were growing at similar rates as well.

So clearly that AI line that has surfaced, which is north of, you know, $50 billion in the last two years has revived the growth and everyone is excited about what they are delivering.

This was a company that was growing, you know, mid to high single digit, and suddenly they are guiding to 50% growth.

So, you know, and it goes back, you know, probably 25 years back in 2000, they were growing at similar rates as well.

So clearly that AI line that has surfaced, which is north of, you know, $50 billion in the last two years has revived the growth and everyone is excited about what they are delivering.

Iran is very much...

intent.

They want very much to make a deal.

So far, they haven't gotten there.

We're not satisfied with it, but

Now, we will be.

For a company like Snowflake that has a lot of big enterprise customers, to be able to use the Amazon distribution and the LLM integrations they have and integrate Snowflake's data for agent tech functionality, that is how you make sure you don't get disintermediated.

And I think that's why you see the positive reaction in terms of those stocks.