Databricks
A data and AI platform where companies store, clean and train AI on their own data.
- Revenue
- About $4B a year, growing 50%+. $100B+ valuation
- Based in
- San Francisco, US
- Listed
- Private
Many large firms already keep their data on it, so AI tools get built right next to that data.
Snowflake, the big cloud firms and open tools all fight for the same data budgets.
Money coming in
Who pays Databricks, and for what.
No customers of Databricks mapped yet.
Money going out
Who Databricks pays to do what it does.
partnership to offer OpenAI models inside the Databricks platform
Where it sits on the map
Competitors and neighbours
Sells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.
20M+ users (2025)
Open profileCRM company selling Agentforce, AI agents built into its customer software.
Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)
Open profileA cloud data warehouse that companies use to store and search their business data for AI.
Over $4B product revenue guided
Open profileData integration and data quality software for large firms, now owned by Salesforce.
Open profileEnterprise search and AI assistant that finds answers across a company's apps and files, keeping each person's permissions.
$7.2B valuation. Over $100M a year
Open profileAn open source database service that also stores the search data AI apps need.
$5B valuation (Oct 2025)
Open profileStreaming data platform built on Apache Kafka that moves live business events between systems.
Open profileSearch engine company whose database finds matching text and meaning for AI apps.
Open profileCopies data from business apps like CRMs and accounting tools into a warehouse, and now owns dbt Labs, which cleans that data into shape.
Open profileThe map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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