AI Cloud Battle Heats Up: Snowflake Eyes Google Partnership While Databricks Turns to Anthropic

GuruFocus.com
12 Mar

Snowflake (NYSE:SNOW) is in discussions with Google (NASDAQ:GOOG) to integrate the search giant's Gemini AI models into its platform, aiming to help customers develop AI-powered applications, The Information reported, citing a Snowflake employee.

  • Warning! GuruFocus has detected 3 Warning Signs with SNOW.

Meanwhile, rival Databricks is exploring a separate AI partnership with Anthropic, the AI firm backed by Google, Amazon (NASDAQ:AMZN), and others. A Databricks manager involved in the talks confirmed the discussions to the news outlet.

These AI-focused conversations come after Snowflake CEO Sridhar Ramaswamy recently secured a deal with Anthropic and Microsoft (NASDAQ:MSFT) to enhance its AI offerings.

The potential agreements highlight intensifying competition in the AI cloud space as Snowflake and Databricks race to integrate advanced models into their platforms.

Representatives for Snowflake, Databricks, Google, and Anthropic have yet to respond to requests for comment.

This article first appeared on GuruFocus.

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