Question 1

What percentage of Snowflake's revenue comes from AI?

Accepted Answer

Snowflake derives approximately 5.98% of its revenue from AI-related products and services, representing $203.3M in annual AI revenue out of $3.4B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Snowflake's AI Fair Value?

Accepted Answer

Snowflake's AI Fair Value is $3.1B, ranking it #65 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Snowflake's AI revenue changed recently?

Accepted Answer

Snowflake's AI revenue percentage increased from 10.0% to 12.0% (+2.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Snowflake compare to peers in Data Infra?

Accepted Answer

Snowflake's AI revenue percentage of 5.98% is above the Data Infra layer average of 5.6%. Among 5 ranked peers, 2 peers have a higher AI revenue percentage.

Question 5

Where does Snowflake sit in the AI supply chain?

Accepted Answer

Snowflake operates in the Data Infrastructure layer (Layer 6 of 9) of the AI supply chain. Databases, data warehouses, and data pipeline companies enabling the storage and processing of AI training data. Key AI products include Cortex AI, Snowpark, Document AI, Streamlit.

Question 6

How reliable is Snowflake's AI revenue estimate?

Accepted Answer

Snowflake's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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