AI isn't free. For example, ChatGPT4 cost ~$100M to train. Snowflake announced Document AI (from the Applica acquisition), Nvidia announced NeMo availability on Snowflake, and Snowpark Container Services brings even more options. Training models, or leveraging existing models like NeMo to build upon, is the same consumption model that Snowflake has had all along. Think of it like this: if a customer spends $100k without AI, would they spend $150k for a LLM securely trained on their own data that never leaves the Snowflake security perimeter? I think many customers will chose that option. We'll see! $Snowflake(SNOW)$
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