Is Snowflake’s (SNOW) Deeper Google Cloud AI Tie-Up Quietly Rewriting Its Competitive Moat?

Simply Wall St.01-14

In early January 2026, Snowflake Inc. announced it had expanded its collaboration with Google Cloud, bringing Google’s Gemini 3 large language models natively into Snowflake Cortex AI so customers can...

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The deeper product integration, co-selling alignment, and rollout of Snowflake on Google Cloud in new regions such as Saudi Arabia and Melbourne highlight how AI partnerships and infrastructure upgrades are becoming central to Snowflake’s appeal for enterprises across industries. Next, we’ll examine how embedding Google’s Gemini 3 directly into Snowflake’s platform could reshape the company’s long-term AI-driven investment narrative. This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality.AdvertisementSnowflake Investment Narrative RecapTo own Snowflake, you need to believe that its AI-centric data platform can keep attracting large, long-term workloads while competition and profitability pressures remain intense. The Google Cloud and Gemini 3 expansion reinforces Snowflake’s AI story and may support the current key catalyst of AI-driven adoption, but it does not remove the near term risk that migration fueled consumption could fade or that higher operating costs keep weighing on margins. Among recent developments, Snowflake’s intent to acquire Observe, an AI powered observability platform, ties directly into this Google Gemini collaboration by broadening the kinds of data rich, AI enabled operational use cases that can sit natively on Snowflake. Together, these moves speak to the same catalyst: keeping Snowflake at the center of enterprise data and AI workloads as customers modernize and consolidate onto a single platform. However, investors should also be aware that if migration driven consumption normalizes faster than expected and AI features prove slower to monetize... Read the full narrative on Snowflake (it's free!)Snowflake's narrative projects $7.8 billion revenue and $497.5 million earnings by 2028. This requires 23.8% yearly revenue growth and an earnings increase of about $1.9 billion from -$1.4 billion today.Uncover how Snowflake's forecasts yield a $283.52 fair value, a 35% upside to its current price.Exploring Other PerspectivesSNOW 1-Year Stock Price Chart Fourteen members of the Simply Wall St Community currently see Snowflake’s fair value between US$114.20 and US$283.52, highlighting just how far apart individual views can be. Set against this spread, the central question remains whether Snowflake’s AI and cloud migration catalysts can outpace intensifying competition in core data warehousing, so it is worth comparing several of these perspectives before forming your own view.Explore 14 other fair value estimates on Snowflake - why the stock might be worth as much as 35% more than the current price!Build Your Own Snowflake NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Snowflake research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.Our free Snowflake research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Snowflake's overall financial health at a glance.Ready For A Different Approach?Opportunities like this don't last. These are today's most promising picks. Check them out now:The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Find companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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