Graviton

Snowflake has signed a $6 billion, five-year spending commitment with AWS, deepening their strategic alliance. This deal highlights Snowflake’s increased reliance on AWS infrastructure, including Graviton processors and GPUs for AI workloads. The agreement is a significant win for AWS amid its pursuit of AI-centric deals. Snowflake also announced strong quarterly results and its intent to acquire AI startup Natoma. The partnership underscores the growing importance of efficient, scalable infrastructure for the AI revolution.

Amazon’s stock is up, boosted by Meta’s deal to use Amazon’s Graviton chips for AI operations. This partnership highlights AWS’s growing role in AI infrastructure and Amazon’s dual strategy as a cloud provider and chip manufacturer. The deal underscores the increasing adoption of CPUs like Graviton for cost-efficient AI deployment, alongside GPUs. Amazon’s chip business shows significant growth, exceeding $20 billion in annual revenue.