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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產品與營收

產品營收佔比

營收結構 ($3.4B)

靜態數據（加載即時財務…）

Product Revenue (94%)

Professional Services (6%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

Runs primarily on AWS infrastructure

影響: Critical — ~60% of compute on AWS

Microsoft Corporation

Runs on Azure

影響: High — ~30% of compute on Azure

Alphabet Inc. (Google)

Runs on GCP

影響: Medium — ~10% of compute on GCP

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Bozeman, Montana, USA

成立時間

2012

員工人數

6,900+

官網

snowflake.com

行業概況 — AI / 클라우드

行業新聞