Snowflake
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect governed enterprise data to support more agent activity, improving Interface and Alignment. Cloud suppliers still control most underlying compute and energy.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 35 | 40 | 45 |
| Interface | 60 | 65 | 70 |
| Alignment | 75 | 80 | 85 |
| Energy | 5 | 5 | 10 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 59.4 to 68.8; the rank moves from #37 to #31.
Compute 35 → 45; Interface 60 → 70; Alignment 75 → 85; Energy 5 → 10.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Agent builders access governed data without adopting Snowflake’s execution or control layer.
Research behind the judgment
Snowflake’s June Horizon Catalog announcement emphasizes centralized governance, context, and security for enterprise AI.
- Horizon Catalog announcement2026-06-02 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.