格隆汇12月25日｜据The Information，知情人士透露，Snowflake正洽谈收购应用监控初创企业 Observe，交易估值约10亿美元。若最终达成，这或将成为Snowflake成立以来规模最大的一笔收购案。 Observe主营可观测性工具的研发与销售，这类工具能帮助开发者掌握自有应用的运行状态，及时发现 程序故障与服务中断问题。此次收购完成后，Snowflake将与大数据分析服务商Datadog、Splunk等软件 巨头展开更直接的正面竞争。 ...

雪花公司首席执行官斯 里达尔・拉马斯瓦米 知情人士透露，雪花公司（Snowflake）正洽谈收购加州应用监控初创企业Observe 公司，这笔交易的 估值约10 亿美元，若最终达成，或将成为雪花公司成立以来规模最大的一笔收购案。 总部位于美国加州圣马特奥市的 Observe 公司，主营可观测性工具的研发与销售。这类工具能帮助开发 者掌握自有应用的运行状态，及时发现程序故障与服务中断问题。此次收购完成后，雪花公司将与大数 据分析服务商 Datadog、思科旗下的 Splunk 等软件巨头展开更直接的正面竞争。 雪花公司近期也正式入局人工智能商业化赛道，推出多款人工智能工具，宣称可实现企业办公场景的自 动化处理，涵盖 IT 工单解决、数据看板生成、客户服务对接等各类业务；但该领域的赛道玩家众多， 已有大批软件服务商推出同类人工智能产品。雪花首席执行官斯里达尔・拉马斯瓦米本月早些时候透 露，公司人工智能相关产品的年化营收已突破1 亿美元，达成其在今年年初设定的内部营收目标。 雪花公司的股价今年累计上涨 43%，当前市值约770 亿美元。 核心要点 雪花此次拟收购的这家可观测性领域初创企业，其核心能力可助力各类企业， ...

Core Viewpoint - Snowflake is in talks to acquire application monitoring startup Observe Inc. for approximately $1 billion, which could be its largest acquisition to date [3]. Group 1: Acquisition Details - Observe Inc. specializes in observability tools that help developers monitor application performance and identify service disruptions [3]. - The acquisition will position Snowflake in direct competition with software companies like Datadog and Cisco's Splunk [3]. - Observe has raised over $470 million since its founding in 2018, with a recent valuation of $848 million [4]. Group 2: Previous Acquisitions - Last year, Snowflake acquired TruEra AI, a startup focused on monitoring the performance of large language model applications, although the deal amount was not disclosed [4]. Group 3: Financial Performance - Snowflake's stock has risen 43% this year, bringing its market capitalization to approximately $77 billion [6]. - The company reported a quarterly revenue growth of 29% to $1.21 billion, exceeding growth expectations by 3 percentage points [6]. - Snowflake has slightly raised its product revenue growth forecast for the fiscal year ending January from 25% to 27% [6]. Group 4: AI Product Launch - Recently, Snowflake began selling AI products aimed at automating customer tasks, achieving an annualized revenue of over $100 million [5].