Cloud data giant Snowflake has announced a five-year agreement worth $6 billion with AWS. In comparison, since its founding in 2012, Snowflake's cumulative sales through the AWS Marketplace have reached approximately $7 billion—the new contract nearly equals this historical total. The primary driver of growth is artificial intelligence. Snowflake's Cortex AI tools enable enterprises to query databases using natural language and generate summary reports. As AI shifts from training toward daily inference and automated agents, demand for CPUs surges—a domain where AWS's self-developed Graviton chips play a central role. Last month, AWS CEO Andy Jassy claimed that their AI chips offer better cost-performance ratios than Nvidia's. AWS has already supplied millions of Graviton chips to Meta, which had previously signed a $10 billion deal with Google Cloud. This chip race is escalating: last week, Nvidia CEO Jensen Huang unveiled Vera, an AI-specific CPU, declaring it opens "a brand-new $200 billion market," with shipments totaling over $20 billion so far. Google has been developing its own AI chips for years, while Microsoft launched its Maia chip just this January. Regardless of who ultimately prevails in AI applications, cloud providers have already secured the largest share of the spoils.