Stock Markets February 2, 2026

Snowflake Shares Edge Higher After $200 Million OpenAI Agreement

Multi-year pact brings OpenAI models, including GPT-5.2, into Snowflake Cortex AI for enterprise customers across major cloud platforms

By Leila Farooq SNOW
Snowflake Shares Edge Higher After $200 Million OpenAI Agreement
SNOW

Snowflake's stock climbed roughly 2% Monday morning following the announcement of a $200 million, multi-year partnership with OpenAI. The deal will make OpenAI models such as GPT-5.2 natively available within Snowflake Cortex AI to the company's 12,600 customers on all three principal cloud platforms and aims to accelerate the deployment of context-aware AI agents and applications at scale.

Key Points

  • Snowflake announced a $200 million, multi-year partnership with OpenAI that caused its stock to rise about 2% in morning trading.
  • OpenAI models including GPT-5.2 will be natively available to Snowflake's 12,600 customers within Snowflake Cortex AI across all three major cloud platforms, enabling context-aware AI applications and agents.
  • The deal makes OpenAI one of the main model capabilities on Snowflake's platform and targets use cases in cloud infrastructure, enterprise software, and data services.

Snowflake (NYSE:SNOW) shares rose about 2% in morning trading after the company disclosed a $200 million, multi-year partnership with OpenAI meant to bring advanced model capabilities directly into the enterprise data environment.

The collaboration centers on co-innovation and joint go-to-market efforts intended to deploy AI agents across large organizations worldwide. Under the terms announced, OpenAI models, including GPT-5.2, will be made natively available to Snowflake's 12,600 customers within Snowflake Cortex AI across all three major cloud platforms.

As part of the agreement, OpenAI becomes one of the primary model capabilities available on Snowflake's platform. The company said customers such as Canva and WHOOP will be able to use OpenAI's models to develop and run context-aware AI applications and autonomous agents within their businesses.

"By bringing OpenAI models to enterprise data, Snowflake enables organizations to build and deploy AI on top of their most valuable asset using the secure, governed platform they already trust," said Sridhar Ramaswamy, CEO of Snowflake.

Fidji Simo, CEO of Applications at OpenAI, added: "Snowflake is a trusted platform that sits at the center of how enterprises manage and activate their most critical data. This partnership brings our advanced models directly into that environment, making it easier to deploy AI agents and apps, so businesses can close the gap between what AI is capable of and the value they can create today."

The firms said the partnership will enable enterprises to construct custom, interoperable AI agents that can reason over governed data and act across tools and applications. Snowflake Intelligence, enhanced by OpenAI models, is positioned to give employees quick access to trusted insights through natural language queries, according to the companies.

The announcement highlights an effort to integrate leading model capabilities into Snowflake's platform and to provide enterprise customers with native access to those models on multiple cloud providers. Beyond the stock move, the arrangement signals a joint push to simplify the process of deploying AI agents that operate on governed enterprise data.


Sectors affected: cloud infrastructure, enterprise software, and data services.

Risks

  • The announcement does not specify detailed timelines for enterprise rollouts or exact deployment schedules, leaving uncertainty around when customers will gain full access to the integrated model capabilities.
  • Successful adoption depends on enterprises integrating models with governed data and existing tools; the article indicates interoperability and governance are part of the proposition but does not detail implementation challenges.
  • Market reaction is limited to an initial 2% stock uptick; broader financial impact will depend on execution of the multi-year co-innovation and go-to-market plans, details of which were not provided in the announcement.

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