Snowflake entered the observability market after acquiring Observe in January, putting it in competition with Cisco-owned Splunk, Datadog and New Relic. Jeremy Burton (제레미 버튼), Observe founder and head of Snowflake\'s observability business, said Snowflake’s data platform can strengthen competitiveness by addressing fragmented data and high costs. He also highlighted AI agents, and Snowflake’s launch of PG Lake and a public preview of Data Mirroring at Snowflake Summit 26 in San Francisco.

A visit to the Computex 2026 show in Taipei suggests the event is shifting from a PC hardware showcase to an AI-focused exhibition. Nvidia highlighted AI-optimised devices such as RTX Spark and DGX Station, pushing large-memory systems aimed at running big models locally. Taiwan supply-chain firms showcased work on AI server racks, cooling and high-voltage direct current power distribution. The AI push also extends to robotics, autonomy and factory automation, while cost and profitability concerns remain.