Snowflake（SNOW）深度研究：資料平面霸主的 AI 賦能轉型 Snowflake 是企業 AI 落地不可繞過的數據基礎設施。NRR 124%、RPO $97.7 億（年增 42%）、Cortex AI 年化 $1 億提前達標。消費量計費：每次 AI Agent 呼叫都計入帳單。數據引力護城河：遷移等同重建整套 AI 工作流。Rule of 40 = 41 分。PVL：✅ 可深入研究。
Snowflake (SNOW) Deep Research: The Data Plane Kingpin in the Enterprise AI Stack Enterprise AI's indispensable data layer. NRR 124%, RPO $9.77B (+42%), Cortex AI $100M annualized ahead of plan. AI Agent calls auto-increment SNOW's invoice. Data Gravity moat holds despite Iceberg. Rule of 40 = 41. Databricks IPO: key risk. PVL: ✅ Deep Research.
