Snowflake has committed to a new five-year, $6 billion agreement with Amazon Web Services, a deal that dwarfs the $7 billion the data cloud company generated through AWS Marketplace across its entire history since 2012.
The scale of the contract reflects surging AI-driven demand. Snowflake’s customer spending on AWS doubled in 2025 to $2 billion, fuelled largely by adoption of Cortex AI, the company’s tool that allows enterprises to query their data using natural language and generate automated summary reports.
A notable element of the agreement is Snowflake’s expanded access to AWS’s Graviton ARM-based CPU chips. As AI shifts toward agentic workloads, CPU usage is accelerating rapidly alongside GPU demand, making Amazon’s more affordable custom silicon increasingly attractive — a dynamic also drawing Meta and others into multi-billion-dollar Graviton agreements.
