SnowflakeSNOW

Snowflake runs entirely on the hyperscalers — its growth is spend flowing straight to AWS, Azure and GCP.

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Theme · Cloud compute resale

Where the cash goes~$4B / yr · FY2026

Cloud & infra (COGS)$2.2B

R&D$1.5B

Money flows left → right · hover a node · click to open the stock.CloudAI Accelerators

Most exposed to SNOW's spend

Amazon (AWS)AMZNFiling
The majority of Snowflake workloads run on AWS.
Cloud
Microsoft (Azure)MSFTFiling
Azure deployments.
Cloud
Google (GCP)GOOGLFiling
GCP deployments.
Cloud
NvidiaNVDACurated
GPUs behind Cortex AI features.
AI Accelerators

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.