Snowflake signs $6B AWS deal for AI CPU chips
Snowflake has signed a $6 billion five-year agreement with Amazon Web Services to gain more access to AWS's home-grown ARM-based CPU chip, Graviton. The deal, announced Wednesday, is nearly as large as the $7 billion Snowflake has sold via AWS Marketplace since its 2012 founding. Snowflake's customer spending on AWS doubled to $2 billion in 2025, driven by its Cortex AI tool. As AI shifts from training to agents, CPU demand surges. AWS CEO Andy Jassy claimed Amazon's chips offer better price-performance than Nvidia's, though AWS still uses Nvidia chips. The deal follows AWS's recent agreement to supply millions of Graviton chips to Meta. Nvidia CEO Jensen Huang countered by announcing Vera, a new AI CPU targeting a $200 billion market, with $20 billion already sold.
Key facts
- Snowflake signed a $6 billion five-year agreement with AWS.
- The deal was announced on Wednesday.
- Snowflake has sold $7 billion via AWS Marketplace since 2012.
- Snowflake customer spending on AWS doubled to $2 billion in 2025.
- Snowflake's Cortex AI tool drives growth.
- The deal provides access to AWS's Graviton CPU chip.
- AWS CEO Andy Jassy claimed Amazon's chips offer better price-performance than Nvidia's.
- AWS recently signed a deal to provide Graviton chips to Meta.
- Nvidia CEO Jensen Huang launched Vera, a new AI CPU targeting a $200 billion market.
- Nvidia has already sold $20 billion worth of Vera chips.
Entities
Institutions
- Snowflake
- Amazon Web Services
- AWS
- Microsoft Azure
- Google Cloud
- Nvidia
- Meta
- Microsoft