Three insights you may have missed from theCUBE’s coverage of Snowflake Summit 2026

# The Next AI Winners Won't Be Chip Makers—They'll Be Data Companies The companies that got rich during the first wave of AI were hardware sellers, but the next wave of winners will be the software companies that help businesses actually *use* AI effectively. As more companies deploy AI tools, they're discovering that having powerful AI models isn't enough—they need the right data infrastructure and software to make those models work in their real operations, and that's where companies like Snowflake are positioning themselves.