Snowflake Inc.

SNOWintermediary

Snowflake is a cloud data platform company that enables organizations to store, share, and analyze data across AWS, Azure, and GCP. Its consumption-based model and cross-cloud data sharing have made it a central hub for enterprise AI and analytics workloads.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.4B)

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Product Revenue (94%)

Professional Services (6%)

Segment Breakdown & Key Customers

Product Details

Data Cloud Platform55%

Cloud-native data warehouse with cross-cloud data sharing

Snowpark (Data Engineering)25%

Developer framework for data pipelines and ML in Python, Java, Scala

Cortex AI10%

Built-in LLM and ML services for AI applications on Snowflake data

Supply Chain Relationships

Partners

Amazon.com (AWS)

Runs primarily on AWS infrastructure

Impact: Critical — ~60% of compute on AWS

Microsoft Corporation

Runs on Azure

Impact: High — ~30% of compute on Azure

Alphabet Inc. (Google)

Runs on GCP

Impact: Medium — ~10% of compute on GCP

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

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AI Analysis

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Company Info

Headquarters

Bozeman, Montana, USA

Founded

2012

Employees

6,900+

Website

snowflake.com

Sector Overview — AI / 클라우드

Sector News