Company intelligence
Stackpane
Technology Strategy & Research
About Stackpane
Stackpane is a Technology Strategy and Research firm based in Silicon Valley. Its founder and CEO, Sarbjeet Johal has been in Technology Leadership Roles in Silicon Valley since 1995. For more visit our website at www.stackpane.com
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Signals from Stackpane
13 published signals
Capital & Finance
Stackpane reported that Mistral, Europe's AI champion, reached a $24 billion valuation as Samsung led a $3.5 billion funding round.
Reported by Sarbjeet Johal
Research & Knowledge
Stackpane added new section to weekly coverage this week featuring OpenAI GPT-6 Astra, Anthropic Claude Fable 5.1 and Mythos 5.1, Google Gemini 3.8 Flash and Flash Cyber, Meta Muse Spark 1.3, and K2 Horizon.
Reported by Sarbjeet Johal
Presence & Recognition
Stackpane featured a talk by Sarbjeet Johal with John Furrier from NYSE floor discussing AI, data, and hybrid-cloud infrastructure at the US Open with IBM.
Reported by Sarbjeet Johal
Presence & Recognition
Stackpane featured a talk by Sarbjeet Johal with Gemma Allen from NYSE floor discussing AI, data, and hybrid-cloud infrastructure at the NYSE.
Reported by Sarbjeet Johal
Research & Knowledge
Stackpane published the Top 10 Tech Business News and Coverage Highlights for August 30 to September 5, 2026, covering AI model wars, middleware, distribution, custom silicon, power, capital, and AI capital spending.
Reported by Sarbjeet Johal
Research & Knowledge
Stackpane published the Top 10 Tech Business News and Coverage Highlights for August 30 to September 5, 2026, covering AI model wars, Broadcom AI revenue, Nvidia buys Hugging Face, Dell and HPE report record AI demand, Anthropic Lambda cloud deal, Snowflake AI growth, Nvidia investment in MediaTek, Vertiv buying Utility Innovation Group, Texas freezing data-center grid connections, OpenAI adding automated agent shutdown controls, and AI capital spending.
Reported by Sarbjeet Johal
Presence & Recognition
Stackpane spoke with Remy Blaire, MBA of FINTECH.TV, on Tuesday from the floor of NYSE about NVIDIA buying Hugging Face.
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake stock increased 23% after-hours.
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake reached $1.55 billion in revenue, up 35% year-over-year and beating the $1.48 billion consensus estimate.
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake raised its full-year fiscal 2027 product revenue guidance to $6.07 billion (about 36% growth) and upgraded its non-GAAP operating margin forecast to 14.5%
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake net revenue retention rate stood robustly at 126%.
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake hit $1.49 billion in product revenue, representing a 37% increase from the previous year.
Reported by Sarbjeet Johal
Capital & Finance
Stackpane reported that team Snowflake adjusted earnings per share came in at $0.62, easily topping the expected $0.45.
Reported by Sarbjeet Johal