Snowflake is in talks to acquire app monitoring startup Observe Inc. for approximately 1 billion USD...
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Snowflake's $1B acquisition of Observe Inc. updates the player map in Data Infrastructure and signals a structural shift toward data cloud leaders absorbing ecosystem observability workloads to compete with incumbents like Datadog.
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Snowflake is in talks to acquire app monitoring startup Observe Inc. for approximately 1 billion USD, marking a significant move into the observability space. Observe has raised over 470 million USD and is natively built on Snowflake’s architecture, making this a strategic internalization of high-value ecosystem workloads. By integrating these capabilities, Snowflake transitions from a storage-heavy provider to a direct competitor against incumbents like Datadog and Splunk. This consolidation highlights a systemic shift where data cloud leaders absorb their best partners to dominate the 350 billion USD enterprise data market. ❄️📊 #Snowflake #Observability #CloudData #AI #TechAcquisition
