Oracle Expands Native AI and Data Services on OCI with Snowflake

What happened

Oracle and Snowflake announced that Snowflake AI Data Cloud will be offered as a native, first-party service on Oracle Cloud Infrastructure, which means Oracle's cloud platform. Customers can buy and set up the offering directly through Oracle, with simplified pricing and billing and the ability to use Oracle Universal Credits.

Confirmed

Global impact / market context

Customers gain more choice in AI and data tools from one vendor, which may make Oracle's cloud more appealing and raise capital spending on cloud services. Snowflake reaches Oracle's customer base and may lift revenue, while Oracle may earn fees and sell more cloud capacity.

Analyst inference

The tie-up places Oracle more directly alongside other cloud providers that host third-party data platforms. For investors, it signals Oracle's effort to attract enterprise AI workloads to its cloud, which could support its cloud revenue, and gives Snowflake another sales channel.

Analyst inference

What to watch

1. Customers will be able to purchase and provision Snowflake directly through Oracle, with simplified pricing and billing, alongside the ability to use Oracle Universal Credits. Confirmed
2. Watch whether Oracle and Snowflake set a launch date, pricing terms, or service levels for the native offering, since the article does not provide these details. Proposed
3. Track cloud revenue growth at Oracle and customer additions at Snowflake in later results, which may show whether buying through Oracle drives more adoption of the combined service. Analyst inference

Evidence

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