Core Insights - United Rentals has implemented a new AI agent powered by Snowflake Intelligence to enhance data interaction for operational teams across over 1,600 branches, allowing for quick access to actionable insights [1][2][4] Group 1: AI Implementation and Benefits - The Business Intelligence Agent enables employees to interact with company data in a conversational manner, improving decision-making across financial and operational functions [2][5] - Since its rollout, United Rentals has experienced steady growth in the adoption and repeat usage of the AI agent, demonstrating its effectiveness in enhancing business insights [2][4] - The integration of Snowflake Intelligence allows for a unified platform that combines various data sources, facilitating real-time queries and reducing manual effort [4][6] Group 2: Operational Efficiency and Development - Snowflake Cortex Code is being utilized to develop additional AI agents, automating enterprise development processes and improving the speed from prototype to deployment [7][9] - The development process includes automated testing and evaluation, ensuring reliability and performance as AI applications scale [8][10] - The Business Intelligence Agent is the first of several AI applications being developed, with additional agents focused on equipment health and telematics already in progress [10][12] Group 3: Company Overview - United Rentals is the largest equipment rental company globally, operating 1,639 rental locations across North America, Europe, Australia, and New Zealand, with a total fleet value of $22.82 billion [12]

Group 1: Agricultural and Rural Development - The 2026 Central Document emphasizes modernizing agriculture and rural areas, aiming for comprehensive rural revitalization as a primary focus [2] - It highlights the importance of enhancing agricultural policies, ensuring food security, and improving rural living conditions to support China's modernization [2] Group 2: State-Owned Enterprises and Innovation - The State-owned Assets Supervision and Administration Commission (SASAC) is pushing for the development of strategic emerging industries and the transformation of traditional industries [3] - There is a focus on fostering technology-driven enterprises and enhancing collaboration between state-owned enterprises and research institutions to drive innovation [3] Group 3: Energy and Fuel Prices - Starting February 3, domestic gasoline and diesel retail prices will increase by 205 yuan and 195 yuan per ton, respectively, leading to an increase of 0.16 yuan per liter for 92-octane gasoline [4] Group 4: Technological Advancements and Investments - Shanghai is prioritizing the development of future industries such as brain-computer interfaces and fourth-generation semiconductors [5] - The Beijing Humanoid Robot Innovation Center has secured over 700 million yuan in market financing, marking a significant step towards market operation and industrialization [5] Group 5: Robotics and AI Innovations - Zhejiang University has launched the Bolt humanoid robot, which is currently the fastest in the world, capable of running at 10 meters per second [6] - A new AI-assisted puncture navigation robot has received approval for market entry, showcasing advancements in AI technology for clinical applications [6] Group 6: Market Movements and Stock Performance - The South Korean stock market experienced significant volatility, with the composite index dropping over 5% before rebounding and triggering a trading halt [9] - Major indices in the US and A-shares showed positive performance, with the Dow Jones increasing by 1.05% and the Shanghai Composite Index rising by 1.29% [14][15] Group 7: Semiconductor Industry Developments - Samsung and SK Hynix are planning to expand their advanced NAND flash memory production capacity, with Samsung discussing a monthly investment of 40,000 to 50,000 wafers [10] - Samsung Electro-Mechanics is advancing its semiconductor glass substrate project, aiming for commercialization by 2027 [11] Group 8: Corporate Mergers and Strategic Moves - Elon Musk announced the merger of SpaceX and xAI to create a space-based data center, emphasizing the need for AI infrastructure in space to meet growing energy demands [12]

We're announcing something called Cortex code which is a coding agent that is specialized to data. What that means is it it understands Snowflake intimately all its different capabilities what you need to do with everything from how you ingest data to data pipelines to creating new applications and also creating AI agents. It brings the power of AI to automating many of these tasks and it's been remarkable.We are seeing productivity gains of five to 10 times in getting jobs done and customers like Whoop whi ...

Snowflake's (SNOW) $200 million deal with OpenAI, in tandem with SNOW's existing alliance with another huge artificial intelligence (AI) startup — Anthropic — is likely to enable SNOW to take significant, needle-moving revenue away from the cloud-infrastructure units of Amazon (AMZN) and Microsoft (MSFT). Consequently, SNOW's growth, which is already quite rapid, looks poised to accelerate meaningfully in the medium- to long-term, and growth investors looking for an up-and-coming AI play should consider ...

Snowflake Inc. (NYSE:SNOW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, DA Davidson reiterated its Buy rating on Snowflake Inc. (NYSE:SNOW) with a $300 price target, citing value in carefully buying software companies that can overcome the pressures being faced by the broader software sector. DA Davidson said it does not want “to fight the holy war quite yet,” but believes some software stocks stand out. The research firm noted that Snowflake Inc. (NYSE:SNOW) is a company tha ...

Core Insights - Snowflake has entered into a $200 million partnership with OpenAI to integrate AI models into its enterprise data platform, allowing over 12,000 customers to access OpenAI models like GPT-5.2 within Snowflake Cortex AI across major cloud providers [1] Group 1: Partnership Details - The multi-year agreement focuses on developing tailored AI solutions for enterprise clients, enabling organizations to analyze proprietary data through natural language queries [2] - Joint efforts will introduce new features using OpenAI's Apps SDK, AgentKit, and APIs to enhance enterprise workflows [2] Group 2: AI Agent Capabilities - Enterprises can create customizable AI agents that operate on governed data and perform actions across various tools and applications, securely within the Cortex AI environment [3] - These agents will allow businesses to analyze both structured and unstructured data using familiar technologies like SQL [3] Group 3: Governance and Security - Snowflake is committed to maintaining governance standards with built-in business continuity and disaster recovery measures, supported by a 99.99% uptime service-level agreement [3] - Customers will access OpenAI's capabilities alongside their own data while benefiting from Snowflake Horizon Catalog's responsible AI controls [4] Group 4: Strategic Vision - Snowflake's CEO emphasized that integrating OpenAI models enables organizations to build and deploy AI on their most valuable asset using a secure, governed platform [4] - The collaboration builds on previous work, including OpenAI's use of Snowflake for analytics and Snowflake's internal adoption of ChatGPT Enterprise for productivity [5] Group 5: OpenAI's Developments - OpenAI's Applications CEO stated that the partnership simplifies the deployment of AI agents and apps, bridging the gap between AI capabilities and business value [6] - OpenAI has also launched a desktop application for its coding tool Codex, aimed at competing in the AI code-generation sector [6][7]

LONDON--(BUSINESS WIRE)-- #SnowflakeBUILD--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced new innovations to help enterprises deliver real business impact with AI, which requires more than high-quality models alone. Snowflake is unveiling Semantic View Autopilot (now generally available), an AI-powered service that automates the creation and governance of semantic views, giving AI agents a shared understanding of business metrics to deliver consistent, trustworthy outcomes. Snowflake is ...

2月2日，一场价值2亿美元的合作官宣，再次搅动企业人工智能领域的风云。 云数据巨头Snowflake与AI领头羊OpenAI达成多年期战略合作，不仅让前者12600家客户得以打通三大云平台的OpenAI模型访问权限，更敲定了联 合研发AI代理的核心目标——这不是一次简单的技术互补，而是企业AI竞争从"模型内卷"转向"生态联姻"的标志性事件。 短短三个月内，Snowflake先后掷出两笔2亿美元的AI大单，先牵手Anthropic，再联姻OpenAI；而OpenAI也在两周前刚与ServiceNow完成类似合 作，密集的大额交易背后，是企业AI市场的竞争逻辑正在发生根本性重构。曾经的"单一模型决胜"时代已成过去，一场围绕数据、模型、场景的 生态博弈，正在拉开全新战局。 2亿美元换双向绑定，AI代理成合作锚点 这场备受瞩目的合作，本质是一场精准的"能力互补"双向奔赴，而非简单的技术授权。从协议条款来看，双方的绑定深度远超普通合作伙伴，核 心围绕三大维度展开，每一项都直指企业AI落地的核心痛点。 首先，模型接入实现"全云覆盖"，打破平台壁垒。根据协议，OpenAI的全量模型将通过Snowflake Cortex A ...

forward-looking statements. As a result, you should not rely on any forward-looking statements as predictions of future events. Forward-looking statements speak only as of the date the statements are made and are based on information available to Snowflake at the time those statements are made and/or Snowflake management's good faith belief as of that time with respect to future events. Except as required by law, Snowflake undertakes no obligation, and does not intend, to update these forward-looking statem ...

Software stocks have been hammered out of the gate this year. One big fear behind it is essentially carried over from 2025: that fast-moving AI will kill off software companies over time. Snowflake (SNOW) CEO Sridhar Ramaswamy said investors should distinguish between software and data players. "Data platforms are also a little bit different from pure software stocks, and I think the data layer will continue to rise in importance," Ramaswamy told me on Yahoo Finance (video above). The concern has piled ...