Bloomberg Tech Nvidia Delivers Upbeat Forecast to AI-Wary Market
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Feb 26, 2026 
Ian King, Bloomberg tech and markets reporter, breaks down Nvidia’s outlook and supply constraints. Sridhar Ramaswamy, Snowflake CEO and enterprise AI advocate, discusses Snowflake’s AI features and big deals. They cover Nvidia’s market reaction, Cortex-Code integrations, major customer wins, and how AI is reshaping cloud and data strategies.
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Snowflake Combines External Models With Data Trust
- Snowflake integrates third-party LLMs while keeping customer data local and not using it to train models.
- Cortex-Code is tightly integrated with customer Snowflake accounts to preserve security and trust while leveraging Anthropic/OpenAI/Google models.
Coding Agents Deliver 100x Speedups And Token Value
- Generative AI agents are delivering dramatic speedups in coding and pipelines, creating clear token economics for customers.
- Ramaswamy cited internal engineering speedups from four weeks to 40 minutes as a 100x improvement validating token spend.
Organize Lean Teams For Rapid AI Product Progress
- Structure small, focused AI product teams to iterate quickly instead of scaling headcount or hardware spend.
- Sridhar Ramaswamy emphasized meta-structure and lean teams drove rapid progress on Snowflake Intelligence without large hardware investments.