Tanay Jaipuria(@tanayj):Snowflake's product revenue growth has accelerated 7 points in two quarters, from 30% to 37%. They say that approximately half of that acceleration is coming from their AI products. My guess is that puts their direct AI products at ~$150-200M in run-rate.

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

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Tanay Jaipuria@tanayj

2026.09.05 18:33

Snowflake's product revenue growth has accelerated 7 points in two quarters, from 30% to 37%. They say that approximately half of that acceleration is coming from their AI products. My guess is that puts their direct AI products at ~$150-200M in run-rate.