Snowflake and AWS: $6B on Graviton — what it means for cloud and AI

Friends, a quick note from the cloud and AI world: Snowflake has signed a five‑year, $6 billion agreement with AWS for access to ARM CPUs (Graviton).

Quick points:
- Snowflake remains on AWS (also available on Azure and Google Cloud) and has already sold $7B of services via the AWS Marketplace.
- Snowflake customers are accelerating AWS spend — projected to reach $2B in 2025.
- Why: rising AI consumption. CPUs (including Graviton) are needed for everyday AI tasks and agents; clouds seek more cost‑efficient solutions.

I believe this matters: such deals reshape infrastructure demand and intensify competition in AI compute.

Do you think Amazon can take market share from GPU makers?

#AI #cloud #AWS #Snowflake