Core Insights - Snowflake has announced a partnership with SAP that will allow its AI platform to be integrated as an SAP solution extension, potentially providing access to SAP's extensive customer base of 440,000 [2][3]. Partnership Overview - The partnership aims to enhance Snowflake's offerings by making its AI platform available to companies utilizing SAP's Business Data Cloud, facilitating access to data embedded in SAP applications [3]. - Snowflake's Executive Vice President of Product expressed excitement about the partnership, viewing it as a significant business opportunity [4]. Revenue Growth Potential - The partnership could potentially increase Snowflake's revenue growth rate by approximately five percentage points, depending on the percentage of SAP customers that adopt Snowflake's services [5]. - An estimated 34,000 customers currently use SAP's Business Data Cloud, and if 5% of them engage with Snowflake, it could significantly elevate Snowflake's revenue growth rate from 32% to 45% in 2026 [16][17]. Benefits for SAP - SAP anticipates that the partnership will provide its customers with greater data accessibility, enhancing their operational efficiency [6]. - The collaboration is expected to broaden choices for SAP customers, complementing existing partnerships with other cloud storage platforms [8]. Customer Use Cases - The partnership offers three primary use cases for customers: those with existing Snowflake data, SAP customers seeking Snowflake access, and hybrid customers [9]. - It aims to streamline data access, reducing the time and costs associated with data retrieval from SAP applications [10][11]. Impact on AI and Customer Experience - The partnership is designed to enhance the utility of generative AI applications by reducing friction in data access, thereby accelerating time to insight and value [12]. - Snowflake's solutions are positioned to improve customer experiences by providing timely and relevant data for customer interactions [13]. Case Study - AstraZeneca has highlighted the benefits of this partnership, emphasizing its role in enhancing data access and analysis for real-time decision-making in the healthcare sector [14][15]. Long-term Growth Outlook - The partnership is expected to increase Snowflake's revenue per customer, as more data access leads to higher computing resource usage and revenue generation [19].