Snowflake commits $6B to AWS for Graviton AI chips, validating custom silicon strategy

Snowflake signs $6B, 5-year commitment to AWS for Graviton CPUs and AI services, nearly matching its entire historical AWS Marketplace sales. Combined with strong Q1 earnings and Natoma acquisition for agentic AI governance, this deepens the AWS-Snowflake flywheel and signals enterprise AI spending accelerating on AWS. Directly challenges Nvidia's dominance and reinforces AWS's lead in data+AI workloads.

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Updated May 28, 2026

AWS Business Watch

Snowflake commits $6B to AWS for Graviton AI chips, validating custom silicon strategy

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