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  • Snowflake's Stock Forecast📈|Supabase Raises $200M💰|AWS New Cloud Courses + Certifications🎓|Is IBM Cloud Even "a thing"?

Snowflake's Stock Forecast📈|Supabase Raises $200M💰|AWS New Cloud Courses + Certifications🎓|Is IBM Cloud Even "a thing"?

They used to rule Armonk, NY and Markham, ON...now they're just number 5

What’s in today’s newsletter

Also, check out the the weekly Deep Dive - IBM Cloud in 2025

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SNOWFLAKE

TL;DR: Analysts forecast Snowflake’s stock could hit $300 by 2025, driven by revenue growth and cloud partnerships, influencing tech sector trends and future investment patterns in cloud computing.

  • Analysts predict Snowflake's stock could reach a price target of $300 per share by 2025 due to growth.

  • Continued advancements in cloud data solutions are driving Snowflake's optimistic revenue growth and stock performance.

  • Partnerships with major cloud platforms and an expanding customer base enhance Snowflake's profitability and market competitiveness.

  • Snowflake's success may influence trends in the tech sector and investment patterns in cloud computing.

Why this matters: Snowflake's potential stock growth underscores the expanding influence of cloud computing, setting benchmarks for tech innovation. Its success could trigger shifts in investment trends and inspire peer companies, highlighting vital market dynamics for strategic planning in technology and investment sectors as businesses embrace cloud solutions.   

RELATIONAL DATABASE

TL;DR: Supabase raised $200 million to enhance its open-source database services, signaling strong investor confidence and a shift toward open-source solutions in a competitive market, potentially accelerating innovation in cloud applications.

  • Supabase raised $200 million in funding, reflecting confidence in open-source database management and backend services.

  • Led by prominent investors, the funding positions Supabase to compete with established players in the market.

  • The investment will enhance Supabase's infrastructure and enable the integration of new features and developer tools.

  • This funding signals a shift towards open-source solutions, potentially inspiring innovation and new practices in cloud applications.  

Why this matters: The substantial investment in Supabase underscores a growing industry trend towards open-source solutions, challenging traditional proprietary models. As new technologies evolve from this funding, businesses gain access to more flexible, cost-efficient backend services, promoting innovation and potentially reshaping the cloud application development landscape. 

AWS

TL;DR: AWS will launch new courses and certifications in April 2025, targeting advanced cloud technology skills to address the industry skills gap and enhance career and organizational capabilities.

  • AWS is launching new courses and certifications in April 2025 to enhance cloud technology training.

  • Specialized courses will cover advanced topics like machine learning, data analytics, and security for varied skill levels.

  • The new offerings aim to address the skills gap in the tech industry, particularly in cloud computing.

  • By providing accessible learning resources, AWS empowers career advancement and boosts organizational capabilities in various sectors.

Why this matters: As cloud technology evolves, navigating its complexities becomes crucial for competitive career advancement and business efficiency. AWS's new training and certification offerings in April 2025 help mitigate the tech industry's skills gap, empowering individuals and organizations to harness cloud technology's potential, thereby driving innovation and productivity across sectors.

NOSQL

TL;DR:  InfluxData is enhancing its time-series database, InfluxDB, through open-source development and improved community engagement, aiming to solidify its market position and foster innovation in data management.

  • InfluxData has introduced a new development strategy focusing on enhancing time-series software capabilities and services.

  • The company emphasizes open-source development, improving integration, documentation, and community engagement for InfluxDB.

  • This strategic approach aims to solidify InfluxDB's position as a leading choice for time-series data applications.

  • Increased collaboration and innovation within the community are expected, benefiting organizations reliant on time-sensitive data.

Why this matters:  Time-sensitive data is crucial for sectors like IoT and finance. InfluxData's strategy enhances its product, fostering innovation and efficiency. This not only solidifies InfluxDB's market position but also impacts organizations by improving their data management and analytics, driving smarter, data-driven decision making across industries. 

DATAOPS

TL;DR: The 2025 Big Data 100 highlights innovative DataOps and data observability companies like Monte Carlo and Dagster, reshaping data management with advanced technologies for better quality and operational efficiency.

  • The article outlines innovative companies recognized in DataOps and data observability within the 2025 Big Data 100.

  • Companies like Monte Carlo and Dagster are highlighted for tools that enhance data quality and operational efficiency.

  • New entrants, such as Anomalo, offer innovative solutions to address data integrity challenges in organizations.

  • The rise of these companies is reshaping data management and promoting a data-centric business culture.

Why this matters: As data becomes the backbone of modern business, companies excelling in DataOps and observability are vital to enhancing data quality and operational efficiency. They help organizations manage vast data resources, enabling improved decision-making and reshaping industries towards a more data-centric culture that can adapt swiftly to market demands. 

DATA OBSERVABILITY

TL;DR: Datadog acquired Metaplane to enhance its AI-driven observability capabilities, improving data monitoring, preventing outages, and supporting data-driven decision-making in complex business environments.

  • Datadog has acquired AI-driven data observability startup Metaplane to enhance its product offerings and capabilities.

  • Metaplane's technology aims to prevent data outages and improve decision-making via enhanced data visibility.

  • The acquisition strengthens Datadog's infrastructure monitoring with advanced data observability tools for users.

  • This move highlights the growing importance of real-time data monitoring in data-driven business environments.

Why this matters: Datadog's acquisition of Metaplane underscores the critical role of data observability in today's data-centric landscape. Integrating advanced AI capabilities enhances Datadog's offerings, empowering businesses to maintain data integrity and drive strategic decisions, which is vital for competitiveness and innovation in increasingly complex digital environments. 

DEEP DIVE
Is IBM Cloud Even “a thing”

Before I had creaky knees and subcutaneous belly fat, DB2 was a database platform that was mentioned a lot in various circles at the start of the century/millennium.

This was a time when CICS, JCL, and System/370 was still being mentioned as well. COBOL was still being bandied about as everyone was worried about the year 2000 bug.

January 1, 2000 came around and guess what what happened — nothing happened.

That is all a preamble to what I really want to get to, IBM Cloud.

I talk to a lot of vendors, and of course my current and former colleagues. I comb through A LOT of publications, as you might be aware, in the making of this newsletter. I don’t hear anything of note about IBM Cloud.

When in college in the 90s, I took several courses on the aforementioned dinosaur products from IBM, but as time went on, I can honestly say that their relevance has waned and diminished in the tech space. Perhaps they are on the rise again like their stock price:

IBM stock chart as of 15:40 on April 25, 2025

I just had to do a little digging on what is up with IBM and IBM cloud. I still have a bit of an affinity towards IBM, even though I have never used an IBM product in my professional career, except for Informix running on a Sun Microsystems server running Solaris UNIX (I sound more of a dinosaur than COBOL).

Fun fact, my second set of IT certification were from IBM (DB2) from back in 2002 and 2003:

Gladstone Benjamin