Tomasz Tunguz @ttunguz · 03 Sep 2026
How large is Snowflake's AI revenue? Management lowered product gross margin guidance from 76% → 74% due to "fast-growing AI workloads." If GPU inference runs at ~25%–35% gross margins, that 200 bps compression implies ~$60M–$75M/quarter (~$240M–$300M ARR) in direct AI token https://t.co/x1thLB1bJ0
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