Snowflake and Databricks compete for agentic AI infrastructure dominance

The competition is over infrastructure. Snowflake and Databricks are racing to become the backbone for autonomous agents—offering end-to-end stacks (data management, model training, agent orchestration) that lock in customers before specialized competitors can claim specific pieces. The winner captures recurring revenue from every autonomous workflow an enterprise runs, which is far more valuable than selling point solutions to human-facing copilots.