此次调查于2025年10月进行，涵盖130家企业的IT高管，平均员工数达8200人，IT预算约8亿美元。调查揭示了企业AI部署面临的核心挑战：59% 的受访者认为投资回报率不明确是最大障碍，这一比例较今年3月的50%显著上升。合规监管担忧(45%)和内部专业人才不足(43%)分列二、三位。 调查还发现，AI应用并未导致大规模裁员。40%的受访企业表示AI将推动员工增长，仅31%预期会减少人员，且只有1%预期大幅裁员。这一发现 对基于席位收费的SaaS企业构成利好，缓解了市场对AI替代人工的担忧。 企业自建AI成主流趋势 尽管人工智能技术持续升温，但企业级AI应用的规模化部署进展缓慢。 据追风交易台，瑞银Karl Keirstead团队最新发布的第五次企业AI调查显示，仅17%的受访企业实现了AI项目的大规模投产，相较今年3月的14% 仅略有提升。 调查结果显示，微软、OpenAI和英伟达继续在企业AI市场占据主导地位。在云基础设施层面，微软Azure保持领先；在大语言模型方面，OpenAI 的GPT系列模型占据前五名中的三席，尽管谷歌Gemini和Anthropic Claude正快速追赶。微软的M365 C ...

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想象一下：你站在1985年一家繁忙的零售店里。每当顾客购买商品，收银机都会立即记录交易信息——商品、价格、时间 戳。这便是店铺的脉搏，是运营的脉动。现在想象一下，你试图回答以下问题："上个季度哪些商品最畅销？"或者"我们所 有门店的营收趋势如何？"突然间，这套每秒处理数千笔交易的系统却难以给出答案。这就像让一个短跑运动员去跑马拉松 ——同一个运动员，却要参加完全不同的比赛。 记录当下发生的事情与理解其意义之间的根本张力，推动了数据系统五十年来的创新。今天，我们将追溯这一发展历程，从 最早的事务型数据库到如今能够用自然语言回答问题的AI驱动型分析平台。理解这一演变过程不仅仅是了解历史，更是我们 今天做出更佳架构决策的路线图。 数据的两个世界：OLTP 与 OLAP 在深入探讨时间线之前，让我们先确定塑造之后一切的核心区别。 在线交易处理 (OLTP)系统旨在处理企业的日常运营。您可以将其想象成收银机——它们需要快速、准确，并且始终可用， 以记录每一笔交易。当您在线订购商品、更新个人资料或在账户之间转账时，您就是在与 OLTP 系统交互。 另一方面，OLAP（联机分析处理）系统是为分析和报告而设计的。它们是会计人 ...

Raymond James sets a price target of $250 for Snowflake (NYSE:SNOW), indicating a potential increase of approximately 16.03%.Snowflake introduces 370 new product capabilities, showcasing its commitment to innovation and growth in the cloud analytics sector.The global cloud analytics market is expected to grow significantly, with Snowflake well-positioned to capitalize on this expansion.Snowflake (NYSE:SNOW) is a prominent player in the cloud data warehousing and analytics sector. The company offers a platfo ...

​Snowflake Inc. (NYSE:SNOW) is one of the Best SaaS Stocks to Buy Right Now. The share price of Snowflake Inc. (NYSE:SNOW) has fallen more than 17.7% since its fiscal Q3 2026 earnings release on December 3. The cautious investor sentiment comes despite the company exceeding Wall Street estimates and is mainly due to concerns regarding slowing growth. However, Wall Street maintains a positive outlook with analysts’ 12 month average price target reflecting more than 29% upside from the current level. ​Recen ...

Key Takeaways Snowflake expanded its platform with 370 new GA product capabilities, up 35% year to date. Snowflake reported more than 7,300 customers using its AI and ML tools weekly. GOOGL ended Q3 2025 with a $155B Google Cloud backlog, up 46% sequentially. Snowflake (SNOW) and Alphabet (GOOGL) are major players in the cloud data and analytics space. While Snowflake provides a pure-play cloud data warehousing and analytics platform, Alphabet offers similar capabilities through Google Cloud’s BigQuery as p ...

Palantir (NYSE: PLTR) and Snowflake (NYSE: SNOW) just reported earnings revealing two companies attacking AI from opposite ends of the stack. Palantir posted 63% revenue growth with 51% operating margins. Snowflake grew 29% but burns cash with a negative 27% operating margin. One Prints Cash While Building AI Applications. The Other Burns It Building Infrastructure. Snowflake's quarter looked solid on the surface. Revenue hit $1.21 billion, beating estimates, with product revenue up 29%. Net revenue retenti ...

智通财经APP获悉，BTIG认为，2026年上半年在安全与基础设施软件板块，大型股首选 Zscaler(ZS.US)，中小盘股首选Netskope(NTSK.US)。该机构看好的其他标的包括 Snowflake(SNOW.US)、SailPoint(SAIL.US)和Datadog(DDOG.US)。 该分析师指出，表现最佳的五家公司为Cloudflare(NET.US)、MongoDB(MDB.US)、 CrowdStrike(CRWD.US)、Snowflake和CyberArk Software(CYBR.US)，均有望以不同方式从AI中获益。 年内表现不佳的公司，按分析师说法，通常可归为两类：在被大型平台供应商商品化的细分市场中提供 单点解决方案的公司，和/或面临AI相关不利因素的公司。 分析师补充，尽管今年股价表现不佳，但运营业绩良好。典型公司的未来一年营收预期被上调逾1%。 2026年营收预测上调幅度最大的是Snowflake(+6.3%)，Okta(OKTA.US)和Elastic(ESTC.US)并列第二(各 +3.7%)。下调幅度最大的分别是OneSpan(OSPN.US)(-11.4%)、 ...

Tim Beyers: Profits? Who needs profits? You're listening to Motley Fool Money. Welcome, Fools. I'm your host Tim Beyers, and with me are two of my teammates Engdahl, whom I've served with on Rule Breakers for over 20 years now and longtime Fool Sanmeet Deo, who's with me allocating capital in the Supernova Odyssey portfolio. That's been fun and frantic. Hopefully, you're both fully caffeinated, because we got some spicy earnings to get to. Today, we're going to be talking about Fiscal Q3 2026 earnings from ...

There are some heavily hyped AI software stocks on the market today. Investors looking for alternatives to those would do well to take a closer look at Snowflake.Palantir Technologies is among the leaders in the artificial intelligence (AI) software market, and has experienced terrific revenue and earnings growth over the past couple of years. As a result, its stock has been flying higher. But the problem is that its shares are now trading at expensive levels. There's a large amount of hoped-for future grow ...