Key Takeaways BLZE is shifting focus to enterprise storage with AI-ready B2 Overdrive driving growth.SNOW is deepening adoption with AI-native tools like Cortex AI, SQL and Gen2 Warehouses.BLZE up 78% YTD on turnaround optimism; SNOW up 73% on fundamentals and AI traction. The explosive growth of enterprise data has created substantial opportunities for cloud infrastructure providers, with Backblaze (BLZE) and Snowflake (SNOW) addressing distinct but interconnected segments of this market. Backblaze focuses ...