The company disclosed today that its AI products’ annualized recurring revenue has increased from $1 billion in early December to $1.4 billion. Databricks’ overall run rate stands at $5.4 billion, a ...

The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.

Discusses Preliminary Financial Results, Churn Impact, and Strategic Progress in Key Verticals February 3, 2026 8:00 AM ...

Snowflake and OpenAI have announced a multi-year, $200 million partnership that will make OpenAI models available on Snowflake's platform.

Snowflake and OpenAI have announced a multi-year, $200 million partnership that will make OpenAI models available on Snowflake's platform.

Snowflake and OpenAI have struck a multi-year, $200 million partnership to embed OpenAI’s models directly into Snowflake’s data platform, as vendors push to turn large language models into practical ...

Q4 2025 Earnings Call February 18, 2026 5:00 PM ESTCompany ParticipantsJohn StreppaSpenser Skates - Co-Founder, CEO & ...

By replacing repeated fine‑tuning with a dual‑memory system, MemAlign reduces the cost and instability of training LLM judges, offering faster adaptation to new domains and changing business policies.

Databricks reached a $5.4B revenue run rate as demand for practical AI and data platforms grows across enterprise software.

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and ...

AI isn't going to replace major SaaS apps with vibe-coded versions, Databricks Ali Ghodsi believes. But it could give rise to competitors.