For fiscal 2024, Snowflake sees product revenue of $2.65 billion, up 37% from a year ago.
To that end, here are a some of the announcements that team Constellation Research thought were interesting even if they didn't get all the attention.
CFO Jeremy Cox said HPE was seeing "promising indicators of continued demand in the areas of the market we are prioritizing, especially in AI."
Carl Eschenbach, co-CEO of Workday, said the company was seeing momentum from "AI innovation, strength in full platform deals, expanding partner ecosystem, and international growth."
Amazon Web Services made the case at re:Invent that it should be your complete AI stack with Amazon Q, a horizontal generative AI tool that will be embedded throughout AWS and backed up with Amazon Bedrock and infrastructure for model training and inference powered by Trainium and Inferentia processors.
Amazon Web Services launched Graviton4, its custom chip for multiple workloads, with big improvements over last year's Graviton3. AWS also launched the latest versions of its Trainium and Inferentia processors, two GPUs that may be able to bring the price of model training down.
Alianza and Amazon Web Services (AWS) signed a multi-year partnership to enable traditional communication service providers to deliver and monetize voice and cloud communications services.
Amazon Web Services launched Amazon One Enterprise, a palm-based identity service that aims to make palm-reading a mainstream way to enter buildings, improve security and verify credentials.
Amazon Web Services rolled out Braket Direct, a service that allows researchers to procure dedicated private access to quantum processing units and expertise from providers such as IonQ, Oxford Quantum Circuits, QuEra, Rigetti, or Amazon Quantum Solutions Lab.