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SNOWMDBORCLBULLISHIn depth · 4/5

Core data infrastructure underpins AI data expansion

The bull case for core infrastructure and database software presents them as primary beneficiaries of the AI transition, driven by the need for enterprises to store 10x more contextual data.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE