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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产品与营收

产品营收占比

营收构成 ($3.4B)

静态数据（加载实时财务…）

Product Revenue (94%)

Professional Services (6%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Amazon.com (AWS)

Runs primarily on AWS infrastructure

影响: Critical — ~60% of compute on AWS

Microsoft Corporation

Runs on Azure

影响: High — ~30% of compute on Azure

Alphabet Inc. (Google)

Runs on GCP

影响: Medium — ~10% of compute on GCP

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Snowflake Inc. 的 AI 供应链分析。

企业信息

总部

Bozeman, Montana, USA

成立时间

2012

员工人数

6,900+

官网

snowflake.com

行业概况 — AI / 클라우드

行业新闻