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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($3.4B)

Datos estáticos (cargando finanzas en tiempo real…)

Product Revenue (94%)

Professional Services (6%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Amazon.com (AWS)

Runs primarily on AWS infrastructure

Impacto: Critical — ~60% of compute on AWS

Microsoft Corporation

Runs on Azure

Impacto: High — ~30% of compute on Azure

Alphabet Inc. (Google)

Runs on GCP

Impacto: Medium — ~10% of compute on GCP

Contexto macro y de mercado

AI / 클라우드Noticias del sector

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

Próximos catalizadores

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

Bozeman, Montana, USA

Fundación

2012

Empleados

6,900+

Sitio Web

snowflake.com

Estado del sector — AI / 클라우드

Noticias del sector